Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayla? Claim Your ProfileShayla Lynn Kelley is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since September 21, 2015. Shayla is registered with the state of Idaho as both a Registered Representative and an Investment Advisor Representative and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Shayla offers services including Portfolio Management for Individuals and Businesses, Financial Planning, and Asset Allocation Services. Shayla is also a licensed Insurance Broker.
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.
Asset allocation services
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
ID
08/12/2024 - Present
Ameriprise Financial Services, LLC (Idaho Falls ID)
ID
09/22/2015 - 08/31/2022
LPL FINANCIAL LLC (IDAHO FALLS ID)
IA
Issued 11/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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