Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Kelly is a financial advisor currently registered with LPL Financial LLC in Wichita, Kansas. Debra has been in the financial services industry since 2006 and has worked with multiple firms including Thrivent Investment Management Inc., Ameriprise Financial Services, Inc., and Raymond James Financial Services, Inc. Debra's current registrations include a Series 66, Series 7, and SIE license. Debra is a licensed financial advisor in Kansas, and her primary firm LPL Financial LLC has a strong presence in the state. Debra Kelly provides financial advisory services for individuals and businesses, and offers various investment options like financial planning, portfolio management, and consulting.
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
CA
02/03/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
AZ
12/16/2014 - 11/30/2015
THRIVENT INVESTMENT MANAGEMENT INC. (SCOTTSDALE AZ)
AZ
10/05/2009 - 12/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
KS
05/01/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (HUTCHINSON KS)
KS
01/01/2008 - 05/04/2009
WACHOVIA SECURITIES, LLC (HUTCHINSON KS)
KS
05/05/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUTCHINSON KS)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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