Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fate? Claim Your ProfileFate Kellum Spurlock has been in the financial services industry since 1984. Fate is currently registered with Ameritas Advisory Services, LLC and is a registered investment advisor representative in Kansas and Texas. Fate is also a registered representative with Ameritas Investment Corp. and Ameritas Life Insurance Corp. Fate has previously worked at MML Investors Services, LLC, NYLIFE Securities LLC, 1717 Capital Management Company, Cornerstone Investments, L.L.C., Carillon Investments, Inc., and AMEV Investors, Inc. Fate offers financial planning, pension consulting, and educational seminars.
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.
Solicitor fees
1
2
KS
11/01/2021 - Present
Ameritas Advisory Services, LLC (Topeka KS)
KS
05/15/2014 - 07/12/2016
MML INVESTORS SERVICES, LLC (Topeka KS)
KS
10/04/2006 - 04/14/2014
NYLIFE SECURITIES LLC (TOPEKA KS)
KS
04/24/2002 - 09/26/2006
1717 CAPITAL MANAGEMENT COMPANY (TOPEKA KS)
KS
03/27/1997 - 04/30/2002
CORNERSTONE INVESTMENTS, L.L.C. (TOPEKA KS)
OH
11/22/1988 - 03/28/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
05/21/1984 - 02/04/1989
AMEV INVESTORS, INC.
IA
Issued 05/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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