Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Lei Stanley smith has been in the financial industry since October 3, 1991. Kelli is currently registered with Ameritas Investment Company, LLC. Kelli is registered with the states of California, Maryland and Nebraska. Previously, Kelli was registered with CUNA Brokerage Services, Inc. and Century Investors of America, Inc. Kelli holds the Series 6, Series 63 and SIE 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.
1
2
NE
01/31/2003 - Present
Ameritas Investment Company, LLC (LINCOLN NE)
IA
10/30/1993 - 02/03/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
10/04/1991 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 10/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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