Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Beiers is a financial professional with over 20 years of experience in the financial services industry. Kellie is currently registered as an Investment Advisor Representative with Chasefield Capital Inc. and Aspen Wealth Strategies, LLC. Kellie holds the Series 7, 65 and 66 licenses and has been registered with the state of Colorado since 2000. Previously, Kellie was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Kellie specializes in providing portfolio management services to high-net-worth individuals.
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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2
CO
01/20/2017 - Present
Chasefield Capital Inc. (LAKEWOOD CO)
CO
03/26/2004 - 07/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
NJ
08/29/2003 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/26/2000 - 09/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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