Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Yvonne Phillips is a financial professional licensed in California. Kellie is currently registered with Farmers Financial Solutions, LLC and previously worked for NYLIFE SECURITIES LLC. Kellie has passed the Series 63, Series 6TO, and SIE exams, demonstrating her commitment to staying informed in the financial industry.
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.
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.
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2
CA
05/08/2024 - Present
Farmers Financial Solutions, LLC (GROVER BEACH CA)
CA
11/20/2020 - 02/23/2024
NYLIFE SECURITIES LLC (GROVER BEACH CA)
BC
Issued 01/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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