Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Ann Dozier is a registered investment advisor representative with State Farm Investment Management Corp. Kelli is located in Brenham, Texas and has been in the industry since 2011. Kelli has passed the Series 6, Series 63, SIE and Series 65 examinations. Kelli is registered to provide investment advice in Arkansas, Louisiana and Texas. Kelli's firm manages more than $10 billion in assets under management, including for investment 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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TX
04/15/2022 - Present
State Farm Investment Management Corp. (Brenham TX)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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