Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lyn Hoezee is an experienced financial advisor with over 15 years of experience in the financial services industry. Kelly is currently registered with Principal Securities, Inc. and has held previous registrations with Northwestern Mutual Investment Services, LLC and Princor Financial Services Corporation. Kelly has a strong track record of providing personalized financial advice and investment solutions to clients of all ages and financial backgrounds. Kelly is dedicated to helping clients achieve their financial goals, whether it be planning for retirement, saving for college, or protecting their assets. Kelly is committed to providing exceptional customer service and building long-lasting relationships with her clients.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/24/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
MI
03/04/2014 - 07/09/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
MI
01/26/2009 - 01/08/2014
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND RAPIDS MI)
BOTH
Issued 02/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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