Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Kellin is a financial advisor currently registered with Cetera Investment Advisers LLC. David Allen Kellin has been working in the financial services industry since March 29, 1987. David Allen Kellin is also registered with Securities Industry and Financial Markets Association (FINRA) and North Dakota. David Allen Kellin has held previous positions with Securian Financial Services, Inc. and C.R.I. Securities, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (GRAND RAPIDS MN)
MN
01/22/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GRAND RAPIDS MN)
MN
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (GRAND RAPIDS MN)
NA
03/30/1987 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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