Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Aggerbeck is a financial advisor registered with Northwestern Mutual Investment Services, LLC in Seattle, WA. Kelli has been in the financial industry since 2006 and has been registered with the state of Washington since 2013. Kelli is also registered as an Investment Advisor Representative in Washington state.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
04/04/2014 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WA
04/08/2004 - 05/02/2008
WAMU CAPITAL CORP. (SEATTLE WA)
WA
06/04/1999 - 05/21/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IA
Issued 04/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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