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 Petersen is a financial advisor with Integrated Wealth Concepts LLC, a Registered Investment Advisor firm. Kelly has been in the financial services industry since 2017. Kelly holds FINRA Series 66, Series 7 and SIE licenses. Kelly is registered to provide investment advice in Missouri and Texas.
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.
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.
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MO
04/19/2022 - Present
Integrated Wealth Concepts LLC (ST. JOSEPH MO)
MO
06/29/2017 - 04/27/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAINT JOSEPH MO)
BOTH
Issued 08/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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