Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Lynn is a financial advisor with over 26 years of experience in the financial services industry. Kelli has held positions at several prominent firms including Merrill Lynch, Raymond James, MetLife Securities, and Principal Securities. Kelli is currently registered with Transamerica Retirement Advisors, LLC in Dublin, OH, offering advisory services including financial planning, portfolio management for individuals and businesses, as well as pension consulting. Kelli is committed to providing her clients with comprehensive and personalized financial guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/03/2023 - Present
Transamerica Retirement Advisors, LLC (Dublin OH)
OH
01/29/2016 - 02/14/2023
PRINCIPAL SECURITIES, INC. (Dublin OH)
OH
08/25/2014 - 01/14/2016
METLIFE SECURITIES INC. (DUBLIN OH)
OH
01/29/2008 - 08/16/2013
METLIFE SECURITIES INC. (DUBLIN OH)
OH
01/19/2006 - 01/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DUBLIN OH)
FL
12/04/2002 - 01/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/08/1996 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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