Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Graybill is a financial professional with Avantax Investment Services, Inc. She has been in the industry since June 14, 2021. Kelli has passed the Uniform Securities Agent State Law Examination (Series 63) as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Kelli is currently registered with the state of Oregon.
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
OR
06/15/2021 - Present
Avantax Investment Services, Inc. (ASHLAND OR)
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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