Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Frostad is a registered representative with Forge Securities LLC, a broker-dealer registered with the Securities and Exchange Commission (SEC). Kelli has over 23 years of experience in the financial services industry. Kelli previously worked at FORGE MARKETS LLC, THINKEQUITY PARTNERS LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., BANC OF AMERICA SECURITIES LLC, FIRST FUND DISTRIBUTORS, INC., and EVEREN SECURITIES, INC. Kelli is licensed in California.
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.
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2
CA
05/18/2021 - Present
Forge Securities LLC (SAN FRANCISCO CA)
CA
11/18/2020 - 08/20/2021
FORGE MARKETS LLC (San Francisco CA)
CA
01/05/2005 - 05/07/2008
THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)
MA
08/19/2003 - 01/08/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/10/1998 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
AZ
06/21/1996 - 10/29/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
MO
01/10/1995 - 04/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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