Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelleen? Claim Your ProfileKelleen Marie Richter is a financial advisor registered with First Command Brokerage Services, Inc. in Texas. Kelleen has over 30 years of experience in the financial industry. She began her career in 1991 as a financial advisor with IDS Life Insurance Company in Minneapolis, Minnesota. Kelleen has also worked for Ameriprise Financial Services, Inc., VALIC Financial Advisors, Inc., American General Distributors, Inc. and Provasi Capital Partners LP. Kelleen is licensed to sell securities in Texas and holds FINRA Series 6, 7, 24 and 63 licenses.
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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TX
01/05/2017 - Present
First Command Brokerage Services, Inc. (FORT WORTH TX)
TX
05/04/2009 - 11/22/2016
PROVASI CAPITAL PARTNERS LP (ADDISON TX)
TX
07/10/2007 - 04/20/2009
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
TX
10/23/2006 - 04/20/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
10/28/1991 - 08/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/28/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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