Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jeanette Parks is a registered investment advisor representative with State Farm Investment Management Corp. Kelly has been working in the financial services industry since 1998, focusing on providing investment advice and portfolio management to individuals and investment companies. Kelly also owns and operates Kelly Parks's Insurance Agency, providing insurance services for State Farm Mutual Automobile Insurance Company and its affiliates. Kelly is licensed in Pennsylvania and has a Series 6, Series 63, and Series 65 license.
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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2
PA
10/23/2018 - Present
State Farm Investment Management Corp. (Palmyra PA)
IA
Issued 10/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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