Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Havlin is a financial professional with over 9 years of experience in the financial services industry. Kelli is a Registered Representative with Fidelity Brokerage Services LLC. Kelli is licensed to sell securities in Kentucky, Massachusetts, Texas and Utah. Kelli holds the Series 7, Series 9, Series 10 and Series 63 securities licenses.
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
12/23/2014 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 01/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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