Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Nicole sain Peklo is a registered representative with Charles Schwab & CO., Inc.. Kelly has been in the industry since 2006 and has worked for TD AMERITRADE, INC. and SECURIAN FINANCIAL SERVICES, INC. in the past. Kelly is licensed to provide advisory services in Nebraska. She is also licensed to provide financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/25/2021 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
03/18/2008 - 01/29/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
05/17/2007 - 01/09/2008
SECURITIES AMERICA, INC. (OMAHA NE)
NE
07/14/2006 - 05/23/2007
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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