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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 Richmond Kiemle is a financial advisor in Long Beach, California. Kelli Richmond Kiemle is a registered investment advisor representative with Halbert Hargrove. Kelli Richmond Kiemle is a financial professional with over 15 years of experience in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/27/2007 - Present
Halbert Hargrove (LONG BEACH CA)
CA
06/28/2007 - 12/31/2010
HALBERT, HARGROVE & CO. (LONG BEACH CA)
BOTH
Issued 09/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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