Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Albers is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Kelly is based in SAN DIEGO, CA and has been in the industry since 2006. Kelly has a Series 63 license, a Series 7 license, and has passed the SIE exam. Kelly is currently licensed to provide financial advice in California and Kansas.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
10/24/2019 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
KS
11/09/2012 - 09/16/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
NE
02/10/2004 - 01/03/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
BC
Issued 04/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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