Unclaimed
Kelly Irene Friis is a registered investment advisor representative. Kelly has been in the industry since February 1999. Kelly is currently employed by Voya Investment Management Co. LLC. Before joining Voya Investment Management Co. LLC, Kelly was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kelly has a Series 7, Series 63, and Series 66 license, and has a SIE license. Kelly is registered in 53 states for Broker-dealer and in 19 states for Investment Advisor.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
11/02/2021 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
NY
02/09/1999 - 11/06/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Friis is the right advisor for you? Invested Better is here to help.