Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen Michael Foley is a financial advisor at Flexpath Strategies. Kellen has been in the industry since 2014. Kellen has a Series 63, Series 65, Series 7, and SIE licenses. Kellen is a Chartered Financial Analyst and has experience with a range of investment products and services, including portfolio management for pooled investment vehicles and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CA
08/19/2022 - Present
Flexpath Strategies (ALISO VIEJO CA)
CA
10/20/2014 - 03/11/2022
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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