Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Anne Lyons-stevens is a financial advisor with over 20 years of experience in the industry. Kelli is currently registered with Osaic Wealth, Inc. and has been a Registered Representative and Investment Advisor Representative since 1999. Kelli has a strong background in investment planning and portfolio management. Kelli is also a licensed insurance agent and has extensive knowledge of the insurance industry. Kelli specializes in working with individuals, families, and small businesses. Kelli is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
PA
10/11/2024 - Present
Osaic Wealth, Inc. (Bala Cynwyd PA)
PA
02/02/2016 - 07/20/2021
BCG SECURITIES, INC. (Falls PA)
PA
11/10/1999 - 01/14/2016
PRUCO SECURITIES, LLC. (WYOMING PA)
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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