Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly McIntosh is a registered representative and investment advisor representative with Thrivent Investment Management Inc. in Unadilla, Nebraska. Kelly has been working in the financial services industry for 17 years. Kelly is a member of the board of directors for two local foundations: the Syracuse Area Health Foundation and the Community Memorial Hospital Foundation. Kelly holds Series 7 and 66 securities licenses and has been registered with FINRA since 2005.
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
NE
02/02/2022 - Present
Thrivent Investment Management Inc. (Unadilla NE)
NE
04/19/2005 - 12/31/2021
THRIVENT INVESTMENT MANAGEMENT INC. (SYRACUSE NE)
BOTH
Issued 05/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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