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 Fetterman is a registered investment advisor representative with Yousif Capital Management, LLC. Kelly has been in the industry since 1998 and has a Series 65 license. Kelly works with a variety of client types, including individuals, families, high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. Yousif Capital Management, LLC is a registered investment advisor with the SEC and manages over $15 billion in assets. The firm specializes in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
12/02/2021 - Present
Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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