Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Indya? Claim Your ProfileIndya Kellman is a financial advisor with LPL Financial LLC in Stony Point, NY. Indya has been in the financial services industry since 2010 and has worked with Raymond James Financial Services Advisors, Inc. as well as M&T Securities, Inc. previously. Indya is registered with the state of New York and New Jersey as an Investment Advisor Representative and Broker/Dealer. She also holds Series 7, 6, and 63 licenses. Indya has a diverse client base, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Indya is able to provide financial planning, portfolio management, and other consulting services to her clients.
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.
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2
NY
05/21/2024 - Present
LPL Financial LLC (STONY POINT NY)
NJ
09/17/2019 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hackensack NJ)
NJ
07/15/2016 - 09/13/2019
M&T SECURITIES, INC. (JERSEY CITY NJ)
NY
08/06/2010 - 06/29/2016
LPL FINANCIAL LLC (PEARL RIVER NY)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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