Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Kampstra is a financial advisor in Gettysburg, Pennsylvania. Kelly has over 10 years of experience in the financial services industry, and has a proven track record of helping clients reach their financial goals. Kelly is a Certified Financial Planner™ professional and holds the Series 7, 24 and 66 securities licenses. Kelly is registered with Osaic Advisory Services, LLC. Kelly has a deep understanding of the financial markets and a commitment to providing personalized advice to clients. Kelly is passionate about helping individuals and families achieve their financial goals.
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.
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
PA
11/01/2018 - Present
Osaic Advisory Services, LLC (Gettysburg PA)
PA
11/01/2018 - 08/23/2024
TRIAD ADVISORS LLC (Gettysburg PA)
PA
11/07/2012 - 11/01/2018
GENEOS WEALTH MANAGEMENT, INC. (GETTYSBURG PA)
BOTH
Issued 05/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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