Unclaimed
Kelli Curran is a financial professional registered with Lincoln Financial Distributors, Inc. Kelli has a strong background in the financial industry and is dedicated to providing clients with personalized financial advice and solutions. Kelli has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Kelli has been actively involved in the financial industry since April 4, 2023.
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
PA
04/04/2023 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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