Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Stiefel Arias is a financial professional with over 20 years of experience in the financial services industry. Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and has a diverse background in financial planning, insurance, and investment management. Kelly is currently registered with Cetera Investment Advisers LLC and has previously held positions with VALIC Financial Advisors, Inc., Princor Financial Services Corporation, and Edward Jones. Kelly is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
08/02/2011 - 11/27/2019
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
KS
03/28/2007 - 08/01/2011
PRINCOR FINANCIAL SERVICES CORPORATION (OVERLAND PARK KS)
MO
02/19/2003 - 12/21/2005
EDWARD JONES (KANSAS CITY MO)
IA
Issued 6/5/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/5/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/1/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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