Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Bandli is a financial professional with over 10 years of experience in the industry. Kelly is currently registered as an Investment Advisor Representative with Success Wealth Management LLC. Kelly has held previous positions with The Leaders Group, Inc., ProEquities, Inc., and UVEST Financial Services Group, Inc. Kelly has a wide range of experience in the financial services industry, including providing financial planning and portfolio management services to individuals, businesses, and high net worth individuals. Kelly is committed to providing her clients with personalized financial advice and guidance 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/27/2023 - Present
Success Wealth Management LLC (WEXFORD PA)
MI
10/12/2011 - 01/27/2023
THE LEADERS GROUP, INC. (Traverse City MI)
MI
06/24/2010 - 04/11/2011
PROEQUITIES, INC. (TRAVERSE CITY MI)
MI
07/14/2008 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (TRAVERSE CITY MI)
IA
Issued 09/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kelly Bandli is the right advisor for you? Invested Better is here to help.
