Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Christine Effland is a financial advisor with Municap Inc., a firm with 5 investment advisory representatives. Kelly has a background in finance and has been working in the industry for 15 years. Kelly is a Certified Financial Planner and holds both the Series 63 and Series 65 securities licenses. Kelly has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kelly's areas of expertise include financial planning, investment management, and retirement planning. Kelly is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Municipal 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.
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MD
10/09/2024 - Present
Municap Inc. (COLUMBIA MD)
Active
Inactive
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