Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Phifer is a financial advisor who has been working in the industry since 1993. Kelli is registered with LPL Financial LLC and has a Series 7, Series 63 and SIE license. Kelli has been associated with Investment Centers of America, Inc. as well as LPL Financial LLC. Kelli specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Kelli is also associated with Great Western Life Insurance Co, Axford Senior Marketing Inc. and Insource Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WY
11/29/2017 - Present
LPL Financial LLC (WHEATLAND WY)
WY
07/28/1993 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WHEATLAND WY)
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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