Kelli Winslow
Vice President at LPL Financial
- Role
- Vice President - Business Transitions, Business Development at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Kelli Winslow
A dedicated financial services professional with extensive experience in business…
Experience
Vice President - Business Transitions, Business Development
Jun 2020 — Present
Education
University of Wisconsin-Madison
Bachelor's degree, Communicative Disorders; Spanish
1999 — 2004
Skills
- Wealth
- Risk Management
- Series 65
- Strategic Financial Planning
- Business Analysis
- Uniform Combined State Law
- 401k
- Wealth Management
- Alternative Investments
- Fixed Income
- Fixed Annuities
- Investment Strategies
- Retirement
- Finra
- Iras
- Investment Advisory
- Series 6
- Securities
- Series 63
- Investments
- Portfolio Management
- Investment Management
- Retirement Planning
- Series 7
- Equities
- Asset Management
- Mutual Funds
- Estate Planning
- Financial Advisory
- Asset Allocation
- Financial Services
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