Unclaimed
Kelley Jo Newgard is a registered investment advisor associated with FBL Marketing Services, LLC, with a registration date of October 27, 2006. Kelley has been active in the industry since October 27, 2006. Kelley is licensed to provide financial advice in Iowa. Kelley has passed the Series 63, Series 6, and SIE exams. Kelley has been registered with FINRA since November 1, 2006.
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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2
IA
10/27/2006 - Present
FBL Marketing Services, LLC (POCAHONTAS IA)
BC
Issued 10/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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