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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 Anne Sauder is an investment advisor representative at Summit Global Investments, LLC with over 9 years of experience in the financial industry. Kelly is registered with the state of Texas and has a Series 6, Series 63, Series 65 and SIE license. Kelly holds a Bachelor of Science degree in Business Administration from the University of Texas at Arlington. Kelly is a member of the National Association of Realtors and the National Association of Personal Financial Advisors. Kelly has a passion for helping clients achieve their financial goals. Previously, Kelly worked as a registered representative for Transamerica Financial Advisors, Inc. and as an administrative assistant for Anthony Scott Knaubert. Kelly is also the owner of KSauder Enterprises, a consulting business.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/05/2024 - Present
Summit Global Investments, LLC (Cleburne TX)
TX
09/24/2014 - 10/17/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
IA
Issued 07/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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