Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Eddy is a financial advisor with over 30 years of experience. Kelli currently works for FBL Marketing Services, LLC, a firm headquartered in West Des Moines, Iowa. Previously Kelli has worked for firms such as VOYA America Equities, Inc., Guardian Investor Services Corporation, and American Express Financial Advisors Inc.. Kelli holds several licenses including Series 7, 26, and 63, as well as the SIE exam. Kelli is well equipped to help clients with their financial planning needs.
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.
1
2
IA
08/24/2021 - Present
FBL Marketing Services, LLC (WEST DES MOINES IA)
MN
04/05/1999 - 03/29/2019
VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
NY
08/27/1987 - 09/15/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
02/26/1987 - 11/21/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 08/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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