Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dirks is a financial professional with over 10 years of experience in the financial services industry. Kelly is a registered representative and investment advisor representative with PFS Investments Inc., and has been with the firm since 2011. Kelly holds the Series 6, Series 63, Series 65 and Series 26 licenses. Kelly is registered to provide investment advisory services in Colorado, Idaho, and Kansas. Kelly is committed to providing clients with personalized financial planning and investment management services to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
11/16/2012 - Present
PFS Investments Inc. (LONGMONT CO)
BC
Issued 10/18/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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