Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen McClain is a financial advisor with Vanguard Advisers, Inc., registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in North Carolina, South Carolina, and Texas. Kellen McClain has been in the industry since July 2016 and holds the Series 63, Series 66, Series 7, and SIE licenses. Kellen McClain is also an employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation).
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/01/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BOTH
Issued 10/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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