Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellee? Claim Your ProfileKellee Jean Sloan has been in the securities industry for over 20 years. Kellee is currently registered with Pacific Select Distributors, LLC and has been since 2008. Prior to that, Kellee worked for Pacific Select Distributors, Inc. Kellee holds the Series 6 and SIE licenses. Kellee has experience with Investment Company Products/Variable Contracts.
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.
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.
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2
CA
01/01/2008 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
11/07/2001 - 01/11/2007
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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