Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Maguire is a financial advisor at Ameriprise Financial Services, LLC in Indianapolis, Indiana. Kelley has been in the financial services industry since November 9, 2015, with prior experience at BMO Harris Financial Advisors, Inc. Kelley is registered to provide investment advice in 19 states. Kelley holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Kelley specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, trusts and estates, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IN
10/21/2020 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
09/14/2015 - 11/12/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
BOTH
Issued 10/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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