Unclaimed
Amanda Kelly is a financial advisor with Empower Financial Services, Inc. Amanda has over 12 years of experience in the financial industry. Amanda is licensed to sell securities in 11 states and has earned the Series 6 and Series 63 licenses, and the SIE exam. Amanda is a Registered Representative with FINRA and is also a member of the Securities Industry Essentials Examination. Amanda holds a Series 65 license and is registered with the state of Iowa as an Investment Advisor Representative. Amanda is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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2
CO
04/04/2022 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
IA
01/29/2020 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Dubuque IA)
IA
12/09/2010 - 01/08/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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