Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Perrault is a financial advisor who has been in the industry since March 1994. Kellie is currently registered with LPL Financial LLC and has been with them since November 2010. Previously, Kellie was registered with UVEST FINANCIAL SERVICES GROUP, INC. and IFMG SECURITIES, INC.. Kellie has experience in a variety of areas, including financial planning, portfolio management, and investment advisory services. She is also a registered representative with FINRA and is licensed to sell securities in several states. Kellie has a strong track record of success and is committed to providing her clients with the highest level of service.
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
IL
11/02/2010 - Present
LPL Financial LLC (CHICAGO IL)
IL
01/24/2003 - 11/04/2010
UVEST FINANCIAL SERVICES GROUP, INC. (BUFFALO GROVE IL)
NY
03/14/1994 - 01/30/2003
IFMG SECURITIES, INC. (PURCHASE NY)
BOTH
Issued 03/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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