Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Bass is a financial advisor who has been in the industry since 2006. Kellie is currently registered with Eagle Strategies LLC in Baton Rouge, Louisiana. Kellie has experience working with individuals, high-net-worth individuals, corporations and charitable organizations. Kellie holds a Series 6, Series 63, and Series 65 license as well as the Securities Industry Essentials Examination. Kellie offers financial planning, portfolio management and educational seminars services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
05/15/2007 - Present
Eagle Strategies LLC (BATON ROUGE LA)
LA
09/19/2006 - 09/20/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BATON ROUGE LA)
BC
Issued 7/24/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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