Unclaimed
Kelly Daly is a financial professional with over 15 years of experience in the industry. Kelly is registered with Allstate Financial Services, LLC, and holds Series 6, 26, 51, and 63 licenses. Kelly is currently based in Lincoln, NE and has been actively registered with the state of New Jersey since 2007.
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.
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.
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NE
08/20/2007 - Present
Allstate Financial Services, LLC (Lincoln NE)
BC
Issued 08/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/15/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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