Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Panzanaro is a financial professional with over 30 years of experience in the industry. Kelly is currently registered with Principal Securities, Inc. and has previously worked for Principal Funds Distributor, Inc., and Essex National Securities, Inc. Kelly has a wide range of experience and holds the Series 7, Series 24, Series 51, and Series 63 licenses. Kelly is also a Chartered Financial Consultant. Kelly provides financial planning, portfolio management, and educational seminar services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
01/10/2017 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
11/06/2009 - 04/23/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CA
11/19/1991 - 12/05/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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