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 Stanicar is a financial advisor with Ameriprise Financial Services, LLC. Kelly has been in the industry since 2007. Kelly has a Series 7 and Series 66 license. Kelly has experience working with both individuals and businesses. Kelly specializes in asset allocation services, financial planning, pension consulting, and portfolio management. Kelly is registered to provide investment advice in 21 states. Kelly has held previous roles at Robert W. Baird & Co. Incorporated, MCAdams Wright Ragen, Inc., and Wells Fargo Advisors, LLC.
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.
Asset allocation services
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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WA
03/23/2021 - Present
Ameriprise Financial Services, LLC (Spokane WA)
WA
11/07/2014 - 03/26/2021
ROBERT W. BAIRD & CO. INCORPORATED (Spokane WA)
WA
05/11/2012 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SPOKANE WA)
WA
01/03/2011 - 05/15/2012
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
WA
04/04/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SPOKANE WA)
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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