Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Korene Johnson is a financial professional with over 20 years of experience in the industry. Kelly is currently registered with State Farm Investment Management Corp. in Bozeman, MT. Kelly offers a range of services, including portfolio management for individuals and investment companies. Kelly holds Series 6 and Series 63 licenses. Kelly has previously worked with State Farm Insurance and State Farm VP Management Corp. in multiple locations including St. Louis, MO, Wichita, KS, and Bozeman, MT. Kelly is a Chartered Financial Consultant.
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
MT
05/06/2022 - Present
State Farm Investment Management Corp. (Bozeman MT)
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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