Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Blaine Sopchak is a registered representative with Northwestern Mutual Investment Services, LLC. Kelly is licensed to offer securities in Virginia. They specialize in providing investment research and referrals to other advisors. Kelly has been working in the financial services industry for over 200 days.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
VA
03/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Williamsburg VA)
BC
Issued 04/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kelly Sopchak is the right advisor for you? Invested Better is here to help.
