Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Devlin is a financial advisor with Empower Financial Services, Inc. Kelly began her career in the financial services industry on November 27, 2006. Kelly is licensed in Wisconsin. Kelly previously worked for Northwestern Mutual Investment Services, LLC, CUNA Brokerage Services, Inc., GWFS Equities, Inc., and B. C. Ziegler and Company. Kelly specializes in providing financial advice to clients.
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.
1
2
WI
06/01/2018 - Present
Empower Financial Services, Inc. (Milwaukee WI)
WI
01/29/2009 - 04/06/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)
WI
12/20/2007 - 02/26/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
10/18/2006 - 01/18/2007
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
CO
01/04/2006 - 10/12/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IL
06/03/2004 - 07/12/2005
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
IA
Issued 01/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Devlin is the right advisor for you? Invested Better is here to help.
