Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ipjian is a registered investment advisor representative with Alera Investment Advisors, LLC. Kelly has been in the securities industry since 2012 and holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Kelly has been associated with Alera Investment Advisors, LLC since November 2017. Prior to that, Kelly was a registered representative with Triad Advisors, LLC. Kelly has experience working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. Kelly offers a range of services, including financial planning, pension consulting, portfolio management for individuals and businesses, 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.
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
IL
11/04/2017 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
05/15/2018 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
04/29/2013 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
MA
04/05/1995 - 09/21/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 05/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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