Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellcy? Claim Your ProfileKellcy Anderson is a financial advisor who has been in the industry since 2016. Kellcy is currently registered with Robert W. Baird & Co. Inc. and has experience in the financial services industry with Wells Fargo Funds Distributor, LLC. Kellcy has a broad range of experience and holds multiple licenses and designations, including Series 4, 7, 9, 10, 24, 63 and 65.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
09/11/2019 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
12/01/2016 - 11/09/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 07/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2020
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kellcy Anderson is the right advisor for you? Invested Better is here to help.
