Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Elizabeth Phillippi is a financial advisor who has been in the industry since December 2021. Kelly is currently registered with LPL Financial LLC in Indianapolis, Indiana. Kelly previously worked for CUNA BROKERAGE SERVICES, INC. in Indianapolis, Indiana from December 2021 to May 2022. Kelly is licensed to sell securities in Indiana. Kelly has successfully passed the Series 63, Series 6TO and SIE exams. Kelly specializes in providing financial advice to individuals, corporations, and other businesses, as well as charitable organizations and pension and profit sharing plans. Kelly's clients have a diverse range of financial needs, including investment management, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/18/2022 - Present
LPL Financial LLC (Indianapolis IN)
IN
12/20/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Indianapolis IN)
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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