Unclaimed
Kelsey Dawn Berenguel is a financial professional with over 15 years of experience in the industry. Kelsey is currently registered with Charles Schwab & Co., Inc. in Colorado. Previously, Kelsey was registered with G.F. INVESTMENT SERVICES, LLC in Georgia, JACKSON NATIONAL LIFE DISTRIBUTORS LLC in Colorado, AMERITAS INVESTMENT CORP. in Nebraska, and PRINCOR FINANCIAL SERVICES CORPORATION in Iowa. Kelsey has a Series 6, Series 63, and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
11/21/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
GA
02/17/2017 - 12/19/2017
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
CO
05/15/2013 - 01/20/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
NE
06/22/2012 - 05/20/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
05/20/2005 - 03/26/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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