Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Renee Bacon is a registered representative with Northwestern Mutual Investment Services, LLC. Kelly is licensed to offer investment advice in Indiana. Kelly has been in the financial industry since October 12, 2017 and has passed the Series 6, Series 63 and SIE exams. Kelly's firm has been in business for a long time and is known for its expertise in financial planning and investment management. They are committed to providing their clients with a high level of personalized service.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IN
10/13/2017 - Present
Northwestern Mutual Investment Services, LLC (Indianapolis IN)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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