Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Burkholder is a financial advisor with Ameriprise Financial Services, LLC. Kelly has been in the financial industry since 2008 and has a strong track record of helping clients achieve their financial goals. Kelly specializes in financial planning, portfolio management, and retirement planning. Kelly has a Series 6, Series 7, Series 63, and Series 65 licenses, and is registered with the state of Texas and Virginia. In addition, Kelly also has a Series SIE license. Kelly is committed to providing her clients with personalized financial advice and services to help them reach their financial objectives.
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 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
VA
08/09/2013 - Present
Ameriprise Financial Services, LLC (HARRISONBURG VA)
VA
11/26/2010 - 10/01/2012
BB&T INVESTMENT SERVICES, INC. (HARRISONBURG VA)
VA
10/04/2007 - 11/08/2010
WELLS FARGO ADVISORS, LLC (HARRISONBURG VA)
IA
Issued 03/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Burkholder is the right advisor for you? Invested Better is here to help.
