Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dean is a registered representative with Ofg Financial Services, Inc. located in Topeka, Kansas. Kelly has been in the securities industry since April 2013. Kelly holds the Series 7 and SIE exams. Kelly specializes in a variety of investment products and services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Kelly has over 10 years of experience in the financial services industry.
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.
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.
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.
Timing services provided by others
1
2
KS
04/18/2013 - Present
OFG Financial Services, Inc. (TOPEKA KS)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Dean is the right advisor for you? Invested Better is here to help.
