Unclaimed
Kelly Brianne Marshall is a financial advisor with Allstate Financial Services, LLC. Kelly is licensed to sell securities in Florida and Ohio. Kelly passed the Series 6 and SIE exams. Kelly's registration with the firm began on 10/9/2017. Kelly has been in the financial services industry since 10/08/2017.
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.
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.
1
2
OH
10/09/2017 - Present
Allstate Financial Services, LLC (Lima OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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