Unclaimed
Kelly Denise Keltner is a financial advisor with Level Four Financial, LLC in Bowling Green, KY. Kelly has been in the financial industry since February 7, 2009. Kelly is registered with FINRA and is licensed to provide financial advice in Georgia, Kentucky and West Virginia. Kelly is also licensed to conduct investment advisory activities in Georgia, Kentucky and West Virginia. Kelly has passed the Series 66, Series 7 and SIE exams. Kelly's previous employers include LPL FINANCIAL LLC and 1ST GLOBAL CAPITAL CORP.
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
KY
01/05/2021 - Present
Level Four Financial, LLC (Bowling Green KY)
KY
09/02/2014 - 12/31/2020
LPL FINANCIAL LLC (BOWLING GREEN KY)
KY
02/04/2009 - 09/04/2014
1ST GLOBAL CAPITAL CORP. (BOWLING GREEN KY)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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