Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kindsey? Claim Your ProfileKindsey Ely is a financial advisor with Cambridge Investment Research Advisors, Inc. Kindsey has been in the industry since 2013 and is registered with the state of Oklahoma and Texas. Kindsey is an active investment advisor representative and offers a variety of financial services including financial planning, pension consulting, educational seminars, and market timing services. Kindsey also provides portfolio management services for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
09/01/2022 - Present
Cambridge Investment Research Advisors, Inc. (Stillwater OK)
OK
11/18/2020 - 09/01/2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Stillwater OK)
OK
07/18/2013 - 12/01/2020
AVANTAX INVESTMENT SERVICES, INC. (Woodward OK)
MO
05/06/2013 - 07/02/2013
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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