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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Boykin Peele is a financial advisor in Apex, NC with over 15 years of experience in the financial services industry. Kelli has a proven track record of providing comprehensive financial planning and investment advice to individuals, families, and businesses. Kelli holds Series 6, 26, and 63 licenses. Kelli is currently registered with First Citizens Investor Services, Inc., and has previously worked for PNC Investments and SunTrust Investment Services, Inc. Kelli specializes in financial planning, portfolio management, and investment advisory services.
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.
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.
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2
NC
12/08/2017 - Present
First Citizens Investor Services, Inc. (Apex NC)
NC
03/13/2013 - 11/16/2017
PNC INVESTMENTS (CARY NC)
NC
04/03/2007 - 01/04/2012
SUNTRUST INVESTMENT SERVICES, INC. (DURHAM NC)
BC
Issued 04/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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