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Kelly Shannon Schram-estrella

Pacific Select Distributors, LLC

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About Kelly Shannon Schram-estrella

Kelly Shannon Schram-estrella has been in the industry since August 13, 2017. Kelly is currently registered with Pacific Select Distributors, LLC. Kelly holds the Series 6 and SIE licenses. Kelly's current registration began on August 14, 2017.

Firm Information

Kelly Schram-estrella is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kelly Schram-estrella’s Registration & Firm History

CA

08/14/2017 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Shannon Schram-estrella.
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