Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Allen Woerdeman is a financial advisor registered with Ameriprise Financial Services, LLC. Kelly has been in the financial services industry for over 15 years. Kelly is licensed to provide financial advice in 22 states. Kelly also has a Series 7 and Series 66 license. Kelly provides financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, educational seminars, publication of periodicals, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
MA
06/27/2018 - Present
Ameriprise Financial Services, LLC (KINGSTON MA)
MA
03/25/2017 - 11/15/2017
MML INVESTORS SERVICES, LLC (MARSHFIELD MA)
MA
10/20/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARSHFIELD MA)
MA
05/01/2008 - 07/02/2009
BANCNORTH INVESTMENT GROUP, INC. (FOXBOROUGH MA)
MA
08/01/2007 - 04/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
08/10/2006 - 05/21/2007
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
04/07/2006 - 08/10/2006
ING FINANCIAL PARTNERS, INC. (MASHPEE MA)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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