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 Jandreau is a financial advisor with over 24 years of experience in the industry. Kelly is currently registered with Allworth Financial, LP as a Registered Representative. Before joining Allworth Financial, LP, Kelly was registered with Securities America, Inc. and KMS Financial Services, Inc.. Kelly holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Kelly has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. Kelly specializes in providing financial advice and guidance to clients in the areas of retirement planning, college savings, and estate planning.
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.
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2
WA
11/06/2024 - Present
Allworth Financial, LP (VANCOUVER WA)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
05/28/1999 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 01/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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