Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Jo Carmichael has over 30 years of experience in the financial services industry. Kelli is a registered representative and investment advisor representative with The Ameriflex Group, a financial services firm based in Las Vegas. Prior to joining The Ameriflex Group, Kelli was employed with LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Kelli holds licenses in multiple states and has extensive experience in financial planning, investment management, and insurance. Kelli Carmichael is committed to providing comprehensive financial advice to individuals and families in Wyoming and throughout the United States.
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.
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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WY
10/27/2023 - Present
THE Ameriflex Group (Casper WY)
WY
03/04/1991 - 10/30/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (CASPER WY)
IN
03/04/1991 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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