Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Lebica is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Kelley is a registered representative with FINRA and holds the Series 7 and Series 66 securities licenses. Kelley has been in the securities industry since 2014 and has experience working with both individuals and businesses. Kelley specializes in retirement planning, financial planning, and investment management. Kelley is also a licensed insurance agent. Kelley has worked with Founders Financial Securities LLC and First Allied Securities, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
06/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Hermosa Beach CA)
CA
10/31/2019 - 03/30/2022
FOUNDERS FINANCIAL SECURITIES LLC (Manhattan Beach CA)
CA
12/26/2014 - 10/31/2019
FIRST ALLIED SECURITIES, INC. (El Segundo CA)
BOTH
Issued 09/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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