Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Sloan Brion is a financial professional with over 20 years of experience in the industry. Kelly is registered with State Farm Investment Management Corp. as a Registered Representative and Investment Advisor Representative. Kelly has been with State Farm since 2013 and has held positions in both West Chester, OH and Lewes, DE. Kelly is currently registered in Delaware, Maryland, New Jersey, New York, Pennsylvania, and Virginia. Kelly is a Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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DE
12/24/2020 - Present
State Farm Investment Management Corp. (Lewes DE)
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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