Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Kelly is a financial advisor with Bankers Life Advisory Services, Inc. Brett is a registered representative in the state of Illinois, holding the following licenses: Series 6, 7, 24, 26, 51, and 63. Brett is a Series 65 Investment Advisor Representative and has been providing investment services since 2004. Brett has worked in various financial roles with companies such as Foresters Financial Services, Inc., Foresters Advisory Services LLC, and Bankers Life Securities, Inc. Brett focuses on providing financial planning and investment management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
09/20/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IL
06/25/2004 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 06/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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