Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tammy? Claim Your ProfileTammy Kelly is a financial professional who has been in the industry for over two decades. Tammy has a strong background in financial services, having worked with State Farm Investment Management Corp. for many years. Tammy specializes in portfolio management for individuals and investment companies. Tammy is registered as an investment advisor in Alabama, New York, North Carolina, and South Carolina. Tammy holds multiple licenses and certifications, including the Series 6, Series 63, and Series 65. In addition to their role as a registered representative, Tammy is also the owner and agent of Tammy Kelly's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
SC
05/11/2023 - Present
State Farm Investment Management Corp. (Sumter SC)
IA
Issued 04/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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