Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly K Hacker is a financial advisor with Ameriprise Financial Services, LLC, working out of the Barrington, IL office. Kelly has been in the financial services industry since March 1999. Kelly has Series 7, Series 63, and Series 66 licenses. Kelly previously worked at Charles Schwab & Co., Inc. in Chicago, IL, Morgan Stanley in Oak Brook, IL, Citigroup Global Markets Inc. in Barrington, IL, The Principal/Eppler, Guerin & Turner, Inc. and Bear, Stearns & Co. Inc.
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.
Asset allocation services
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
02/19/2025 - Present
Ameriprise Financial Services, LLC (Barrington IL)
IL
01/26/2021 - 09/16/2022
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
06/01/2009 - 11/24/2020
MORGAN STANLEY (OAK BROOK IL)
IL
03/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BARRINGTON IL)
NA
04/03/1993 - 03/22/1994
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC.
NA
08/21/1984 - 11/06/1992
BEAR, STEARNS & CO. INC.
BOTH
Issued 07/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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