Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Anderson is a financial advisor at Northwestern Mutual Investment Services, LLC. Kelly has been in the financial services industry since 2011. Kelly is registered with the state of Louisiana and holds the following licenses: Series 6, Series 7TO, Series 63, Series 65 and SIE. Kelly is also a member of the finance committee at St. Theresa of Avila Catholic Church in Gonzales, Louisiana. Kelly can assist clients with a variety of financial needs, including investment research, referrals to other advisors, and financial 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.
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
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2
LA
05/29/2012 - Present
Northwestern Mutual Investment Services, LLC (Baton Rouge LA)
IA
Issued 05/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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