Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelci? Claim Your ProfileKelci Wilner is a financial advisor with Northwestern Mutual Investment Services, LLC, an established financial services firm with a presence across the United States. Kelci holds the Series 63 and SIE licenses, and has been in the industry since 2020. Kelci is registered in California and is located in San Diego. Kelci specializes in providing investment advice and referrals to other financial advisors.
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
CA
01/16/2020 - Present
Northwestern Mutual Investment Services, LLC (San Diego CA)
BC
Issued 10/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelci Wilner is the right advisor for you? Invested Better is here to help.
