Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Anderson is an investment advisor representative with State Farm Investment Management Corp. Kelly is registered with the state of Michigan. Kelly has been in the securities industry since 2009. Kelly has passed the Series 6, Series 63, and Series 65 examinations, as well as the Securities Industry Essentials exam. Kelly is also an insurance agent with Kelly Anderson's Insurance Agency. Kelly specializes in providing portfolio management services for individuals and investment companies.
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.
1
2
MI
02/23/2023 - Present
State Farm Investment Management Corp. (WYOMING MI)
IA
Issued 01/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Anderson is the right advisor for you? Invested Better is here to help.
