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 registered with PFS Investments Inc. and is licensed to provide investment advice in Colorado, Idaho, and Kansas. Kelly holds Series 6, 26, 63, and 65 securities licenses and is also a Registered Representative with FINRA. Kelly works with individuals and families to develop and implement financial plans that help them achieve their financial goals. Kelly also assists individuals with their retirement planning needs. In addition to her financial services experience, Kelly has also worked in a variety of other industries, including education, retail, and customer service. Kelly has a strong commitment to serving her clients and providing them with the best possible financial advice.
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 9/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/5/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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