Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynne St. george is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Kelly has over 10 years of experience in the financial services industry. Kelly has been registered with FINRA since 2011 and holds the Series 7 and Series 66 licenses. Prior to joining Cambridge, Kelly was a Financial Advisor at Presidential Brokerage, Inc. Kelly has also worked at NYLIFE Securities LLC and Transamerica Financial Advisors, Inc. Kelly provides financial planning, portfolio management, and other investment advisory services to individuals, families, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
07/23/2024 - Present
Cambridge Investment Research Advisors, Inc. (Golden CO)
CO
03/06/2019 - 11/16/2020
FORTA FINANCIAL GROUP, INC. (GREENWOOD VILLAGE CO)
CO
01/15/2014 - 03/08/2019
NYLIFE SECURITIES LLC (GOLDEN CO)
CO
11/28/2012 - 08/29/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
12/21/2011 - 08/08/2012
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
BOTH
Issued 07/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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