Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Guenther is a financial advisor with over 20 years of experience in the industry. Kelli is currently registered with Fidelity Brokerage Services LLC. Kelli holds licenses for Series 6, Series 7, Series 26, and Series 63. Kelli's experience includes working for Fidelity Investments Institutional Services Company, Inc.
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.
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KY
08/01/2011 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
09/12/1997 - 09/28/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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