Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Kellogg is a registered investment advisor representative with Schwab Wealth Advisory, Inc. Landon has been in the industry since March 25, 2017 and holds a Series 66, Series 7 and SIE license. Landon specializes in financial planning, portfolio management for businesses and individuals. Landon has previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
08/26/2021 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
IN
05/16/2018 - 04/02/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
08/14/2017 - 04/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
10/06/2016 - 07/24/2017
MORGAN STANLEY (INDIANAPOLIS IN)
BOTH
Issued 08/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Landon Kellogg is the right advisor for you? Invested Better is here to help.
