Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Miller is a financial advisor with over 27 years of experience in the financial industry. Kelly is registered with Ameriprise Financial Services, LLC, and has previously worked with Ameriprise Advisor Services, Inc., Wachovia Securities, LLC and Piper Jaffray Inc.. Kelly holds the Series 63, 65, 66 and 7 licenses and the SIE exam. Kelly has earned 3 state exam registrations and 2 product exams. Kelly specializes in Asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Kelly is also a Board Member of Miller, and has served in this role since March 2023. Kelly provides investment advisory services for a variety of clients, including individuals, businesses, trusts, estates, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Kelly and Ameriprise Financial Services, LLC are committed to providing clients with personalized financial advice and guidance.
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.
1
2
UT
10/05/2009 - Present
Ameriprise Financial Services, LLC (MIDVALE UT)
UT
05/26/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MIDVALE UT)
UT
09/07/1999 - 05/30/2006
WACHOVIA SECURITIES, LLC (SALT LAKE CITY UT)
MN
07/27/1995 - 09/16/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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