Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Chizek is a financial advisor registered with First Command Advisory Services. Kelly is a registered representative of First Command Financial Planning, Inc., First Command Insurance Services, Inc., and First Command Advisory Services, inc. Kelly holds the Series 7, Series 66, and SIE licenses and is licensed in Florida, Iowa, and New Mexico. Kelly has been a financial advisor since 2019 and has experience in the financial services industry since 2014. Kelly offers financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
TX
06/08/2021 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 08/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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