Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Wood Spicer is a financial professional with over 10 years of experience in the financial services industry. Kelly is currently registered with Allstate Financial Services, LLC, and holds Series 6, 63, and 6TO securities licenses, as well as the SIE exam. Kelly has previously worked for Wells Fargo Advisors, LLC, and State Farm VP Management Corp.. Kelly is licensed to sell securities in Arkansas, Delaware, Florida, Georgia, Maryland, North Carolina, Pennsylvania, and South Carolina.
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.
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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2
NC
11/12/2019 - Present
Allstate Financial Services, LLC (GREENVILLE NC)
NC
05/19/2010 - 07/21/2010
WELLS FARGO ADVISORS, LLC (WILMINGTON NC)
IL
05/18/2009 - 08/03/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 10/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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