Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Davidson is a registered investment advisor with State Farm Investment Management Corp. Kellie Davidson is a licensed securities agent in Kansas and Missouri. Kellie Davidson has been in the securities industry since July 24, 2013. Kellie Davidson holds Series 6, Series 63 and SIE securities licenses. Kellie Davidson has a branch office location in Butler, Missouri. In addition to being a registered investment advisor, Kellie Davidson is also a physical therapist and owns Kellie Davidson's Insurance Agency.
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.
Strategic management for diversified investment portfolios.
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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MO
09/26/2024 - Present
State Farm Investment Management Corp. (Butler MO)
BC
Issued 08/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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