Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Michelle liebl Ebbole is a financial advisor at PFS Investments Inc. She has been a registered representative in the securities industry since 2002. Kelly has worked with American Express Financial Advisors, Quick & Reilly and Banc of America Investment Services. She holds FINRA Series 4, 7, 24, 53, 66 and SIE licenses. Kelly specializes in providing investment advice to individuals.
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.
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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2
WI
12/19/2019 - Present
PFS Investments Inc. (WAUKESHA WI)
IL
08/07/2017 - 09/14/2017
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
10/09/2014 - 08/07/2017
OPTIONSHOUSE (CHICAGO IL)
IL
11/16/2007 - 01/26/2015
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
10/20/2004 - 11/12/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
03/02/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MN
05/29/2002 - 02/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/2002 - 02/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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