Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taggert? Claim Your ProfileTaggert Kelly is a financial advisor registered with LPL Financial LLC and is active in the financial services industry since November 21, 1995. Taggert has experience in providing investment advisory and brokerage services to individuals, families, and businesses. Taggert holds Series 6, 7, and 63 securities licenses as well as Series 65 Investment Advisor license. Taggert Kelly has experience with VOYA FINANCIAL ADVISORS, INC. and PRUCO SECURITIES, LLC. Taggert is based in SPRING LAKE, MI and can provide services in several states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
06/10/2020 - Present
LPL Financial LLC (SPRING LAKE MI)
MI
01/02/2004 - 06/15/2020
VOYA FINANCIAL ADVISORS, INC. (SPRING LAKE MI)
NJ
11/22/1995 - 01/20/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Taggert Kelly is the right advisor for you? Invested Better is here to help.
