Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Chandler is an investment advisor representative with Synergy Asset Management, LLC. Kellie has been in the industry since 2009 and has experience in financial planning, portfolio management, and pension consulting. Kellie is registered with the state of Pennsylvania and holds the Series 65 license. Kellie is also a graduate of Messiah University and has a strong commitment to providing clients with personalized advice. Kellie is located in Palmyra, PA and has worked for Synergy Asset Management since 2022.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
11/16/2023 - Present
Synergy Asset Management, LLC (VANCOUVER WA)
IA
Issued 08/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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