Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Annette Lewis is a financial professional with over 19 years of experience in the industry. Kelley is a Registered Representative and Investment Advisor Representative associated with State Farm Investment Management Corp. in Elizabethtown, KY. Kelley has her Series 6 and Series 63 licenses and the SIE. Kelley also holds the Chartered Financial Consultant designation. Kelley is an active member of the community, serving as a director on the Board of Adjustment for the City of Elizabethtown, KY. Kelley is also a board member and treasurer for Communicare. Kelley is committed to providing her clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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KY
12/22/2020 - Present
State Farm Investment Management Corp. (Elizabethtown KY)
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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