Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc., a well-established firm with a strong reputation in the industry. Erika has been working in the financial services industry since 2005 and has a wealth of experience providing financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals, and her approach is personalized to each individual's specific needs. Erika is also highly knowledgeable in various areas of financial planning and is dedicated to staying up-to-date with industry trends and regulations.
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
MO
12/23/2024 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IN
01/01/2008 - 04/23/2022
WELLS FARGO CLEARING SERVICES, LLC (MERRILLVILLE IN)
IN
07/12/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRILLVILLE IN)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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