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 registered with Eagle Strategies LLC. Kellie Bass has been in the industry since February 9, 2007, and is licensed to operate in Louisiana, California, Florida and Texas. Kellie Bass holds Series 6, 63 and 65 securities licenses as well as the SIE exam. Kellie Bass has been working for Eagle Strategies LLC since May 15, 2007. Previously, Kellie Bass worked for NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC from September 19, 2006 to September 20, 2006. Kellie Bass specializes in working with individuals, corporations, insurance companies, high net worth individuals, charitable organizations and pension and profit-sharing plans.
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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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 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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