Unclaimed
Edward Kellner is a financial advisor at Northwestern Mutual Investment Services, LLC in Crestview Hls, Kentucky. Edward has been in the financial services industry since 1974. Edward is registered with the state of Kentucky and several other states, including Florida, Indiana, Nebraska, New Jersey, New York, Ohio, Virginia, and Washington. Edward has also passed the Series 7TO, SIE, and Series 1 exams.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
KY
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (CRESTVIEW HLS KY)
WI
06/17/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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