Unclaimed
Kelly Bjordal is a financial advisor with The Leaders Group, Inc. based in Littleton, CO. Kelly has been in the financial industry since 1986 and has a wide range of experience in the industry. Kelly holds the Series 6, 7, 22, 24, and 63 licenses as well as the SIE exam. Kelly was previously with ING Financial Partners, Inc., Securities America, Inc., MML Investors Services, Inc., Walnut Street Securities, Inc., American United Life Insurance Company, AUL Equity Sales Corp., and Lutheran Brotherhood Securities Corp.
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.
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.
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2
CO
07/08/2014 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MN
03/17/2008 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
11/10/2003 - 03/18/2008
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
MA
07/05/2002 - 10/09/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
04/04/2001 - 07/11/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
04/16/1999 - 04/03/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
04/16/1999 - 04/03/2001
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MA
02/04/1994 - 04/16/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MO
09/02/1992 - 01/01/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
08/28/1986 - 09/17/1992
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 08/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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