Unclaimed
Kelley Kay Harris is a financial advisor with Columbia Management Investment Distributors, Inc. Kelley has been in the financial services industry for over 20 years and has a wide range of experience in providing investment advice and guidance. Kelley holds the Series 6 and Series 63 securities licenses. Kelley's previous experience includes working at Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
1
2
MN
12/11/2019 - Present
Columbia Management Investment Distributors, Inc. (Minneapolis MN)
MN
01/20/2010 - 12/31/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/20/1997 - 05/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/20/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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