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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Weaver is an investment advisor representative with MML Investors Services, LLC. Kelly Ann Weaver has been in the securities industry since February 23, 1999 and is licensed to offer securities and investment advisory services in several states including Florida, Illinois, Indiana, Michigan, Nevada, Ohio, Oklahoma, and Virginia. Kelly Ann Weaver is also a registered investment advisor in Indiana. Kelly Ann Weaver has previously worked with MSI FINANCIAL SERVICES, INC., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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 programs
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.
Solicitors fees
1
2
IN
03/25/2017 - Present
MML Investors Services, LLC (Valparaiso IN)
IN
01/04/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (VALPARAISO IN)
IN
10/09/2006 - 12/28/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (MONTICELLO IN)
IN
12/19/2005 - 06/09/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MONTICELLO IN)
IN
12/19/2005 - 06/09/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
10/14/2003 - 11/02/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/14/2003 - 11/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
08/25/1998 - 10/03/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/25/1998 - 10/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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