Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Beauregard is a financial advisor with over 15 years of experience in the industry. Kelli is currently registered with Blackrock Investments, LLC in Seattle, Washington and has previously worked for Columbia Management Investment Distributors, Inc. and Fidelity Investments Institutional Services Company, Inc.. Kelli holds licenses to practice in all 50 states, District of Columbia, Puerto Rico, and the Virgin Islands. Kelli holds Series 6, 7, 63, and 65 licenses as well as the SIE license.
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
WA
09/20/2022 - Present
Blackrock Investments, LLC (SEATTLE WA)
MA
02/11/2011 - 06/27/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
RI
08/11/2005 - 02/24/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 05/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelli Beauregard is the right advisor for you? Invested Better is here to help.
