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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lauren Digonzini is a financial advisor with Beacon Pointe Advisors, LLC located in Newport Beach, CA. Kelly is a CERTIFIED FINANCIAL PLANNER™ professional. Kelly has over 12 years of experience in the financial services industry. Kelly is registered with the state of California as an Investment Advisor Representative. Kelly also holds the Series 7 and Series 66 licenses. Prior to joining Beacon Pointe Advisors, LLC, Kelly was employed by METLIFE SECURITIES INC. in Irvine, CA. Kelly has experience working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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2
CA
11/07/2012 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
04/20/2010 - 10/26/2012
METLIFE SECURITIES INC. (IRVINE CA)
BOTH
Issued 12/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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