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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 Kristen Davis is a registered investment advisor representative with State Farm Investment Management Corp. Kelli Davis is licensed in Arizona and California and has been in the industry since 2011. Kelli Davis specializes in investment advisory services and has experience working with both individuals and investment companies. Kelli Davis has a Series 6 and Series 63 license as well as the SIE exam. Kelli Davis has been registered with State Farm Investment Management Corp. since August 2018 and is also an owner of her own insurance agency.
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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CA
09/06/2022 - Present
State Farm Investment Management Corp. (BAKERSFIELD CA)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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