Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Meyer is a registered representative with LPL Financial LLC and has been in the industry since June 11, 2015. Kelli is licensed in Minnesota and holds the Series 7, Series 66, and SIE licenses. Kelli was previously registered with National Planning Corporation and Harbour Investments, Inc. Kelli has worked with Burns Brothers Financial since March 2007. Kelli provides financial planning services to individual and business clients.
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
MN
01/27/2020 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
12/08/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (BLOOMINGTON MN)
MN
01/20/2015 - 07/18/2016
HARBOUR INVESTMENTS, INC. (BLOOMINGTON MN)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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