Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Douglas Eggert is a financial advisor in La Crosse, WI. Kellie has been working in the financial industry since 2003 and is registered with PFS Investments Inc. Kellie is licensed in Iowa, Minnesota, North Carolina, South Dakota, and Wisconsin. Kellie is also a Series 6, Series 26, Series 63, and Series 65 licensed professional. Kellie specializes in portfolio management for individuals. Kellie is also licensed to provide investment advice to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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WI
12/05/2013 - Present
PFS Investments Inc. (LA CROSSE WI)
IA
Issued 04/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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