Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Davidson is a financial advisor with over 6 years of experience in the financial services industry. Kelli is currently registered with Pacific Select Distributors, LLC and holds Series 7 and Series 66 licenses. Kelli has previously worked with INFINEX INVESTMENTS, INC. in Pulaski, Virginia. Kelli's career began in 2016.
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
CA
09/13/2022 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
VA
03/04/2016 - 04/28/2022
INFINEX INVESTMENTS, INC. (PULASKI VA)
BOTH
Issued 04/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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