Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adele? Claim Your ProfileAdele Marie McKinnis is a financial advisor with over 17 years of experience in the financial industry. Adele is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Adele was a financial advisor at CHARLES SCHWAB & CO., INC. and E*TRADE SECURITIES LLC. Adele specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. Adele is also a registered principal and holds Series 7, 7TO, 24 and 63 licenses. Adele is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/23/2024 - Present
LPL Financial LLC (PARKER CO)
CO
10/06/2023 - 07/05/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
06/27/2006 - 07/16/2008
E*TRADE SECURITIES LLC (DENVER CO)
BC
Issued 10/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adele McKinnis is the right advisor for you? Invested Better is here to help.
