Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ruby is a financial professional with over 14 years of experience in the industry. Kelly is currently registered with State Farm Investment Management Corp. in Illinois and Missouri. Kelly holds the Series 6 and Series 63 licenses. Kelly is also a Chartered Financial Consultant. Kelly has previously been registered with COUNTRY CAPITAL MANAGEMENT COMPANY. Kelly has experience in the insurance industry as well.
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.
Strategic management for diversified investment portfolios.
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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MO
10/04/2024 - Present
State Farm Investment Management Corp. (Eureka MO)
MO
07/22/2009 - 10/30/2013
COUNTRY CAPITAL MANAGEMENT COMPANY (KIRKWOOD MO)
BC
Issued 08/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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