Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Q Meyers is a financial professional with over 25 years of experience in the financial industry. Kelly has held positions at Charles Schwab & Co., Inc. and Robert W. Baird & Co. Incorporated. Kelly has a broad range of experience in financial services, including portfolio management and financial planning. Kelly is currently registered with LPL Financial LLC in Colorado.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
01/29/2025 - Present
LPL Financial LLC (LITTLETON CO)
MI
02/18/1998 - 08/08/2011
CHARLES SCHWAB & CO., INC. (SOUTHFIELD MI)
WI
05/09/1997 - 01/05/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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