Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Phipps is a financial advisor who is registered with Kestra Investment Services, LLC. Callie is located in Burr Ridge, Illinois. Callie Phipps has been in the financial services industry for over 2 years, having previously worked at NYLIFE Securities LLC. Callie holds a Series 63, Series 6TO, and SIE license.
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
IL
10/10/2022 - Present
Kestra Investment Services, LLC (Burr ridge IL)
IL
07/27/2021 - 10/12/2022
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
BC
Issued 12/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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