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 Palmquist is a financial professional with over 20 years of experience in the industry. Kelli Jo Palmquist is registered with State Farm Investment Management Corp. and has offices in Roseau and Warroad, Minnesota. Kelli Jo Palmquist holds the Series 6, Series 63 and SIE licenses and is a Chartered Financial Consultant. Kelli Jo Palmquist specializes in providing financial planning and portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MN
07/13/2021 - Present
State Farm Investment Management Corp. (Roseau MN)
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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