Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Briana Hammer is an investment advisor representative with LPL Enterprise, LLC, based in Apache Junction, AZ. Kelly has been in the financial industry since 2014 and is registered in Arizona and South Carolina. Kelly has experience working with various firms including United Planners' Financial Services of America A Limited Partner, FSC Securities Corporation, Woodbury Financial Services, Inc., Sagepoint Financial, Inc., Royal Alliance Associates, Inc., Country Capital Management Company, MML Investors Services, LLC, and Wells Fargo Advisors, LLC. Kelly specializes in providing financial planning, consulting, and portfolio management for individuals and businesses. Kelly has also conducted educational seminars for clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/25/2024 - Present
LPL Enterprise, LLC (Apache Junction AZ)
AZ
03/20/2020 - 07/10/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
GA
08/15/2017 - 03/30/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
08/15/2017 - 03/30/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
04/25/2017 - 03/30/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/08/2017 - 03/25/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/29/2015 - 07/21/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (MESA AZ)
NV
03/23/2015 - 08/03/2015
MML INVESTORS SERVICES, LLC (LAS VEGAS NV)
NV
06/25/2012 - 03/03/2015
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Hammer is the right advisor for you? Invested Better is here to help.
