Unclaimed
Kelley Lynn Schaecher is a financial advisor with over 25 years of experience in the industry. Kelley is registered with LPL Financial LLC in Nebraska and Texas. Kelley has a broad range of experience providing financial advice and investment management services to individuals, families, businesses, and retirement plans. Kelley is committed to helping clients achieve their financial goals and build a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
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2
NE
01/05/2011 - Present
LPL Financial LLC (PAPILLION NE)
AZ
06/02/2000 - 05/12/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
12/09/1997 - 05/19/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
11/07/1997 - 12/16/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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