Kelly P. Bjordal
Professional summary
Kelly Patrick Bjordal is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Kelly is registered as a RR (Registered Representative) and started their career in finance in 1986. Kelly has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelly Patrick Bjordal's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2014 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901March 17, 2008 - December 31, 2013
VOYA FINANCIAL ADVISORS, INC.
November 10, 2003 - March 18, 2008
SECURITIES AMERICA, INC.
July 5, 2002 - October 9, 2003
MML INVESTORS SERVICES, LLC
April 4, 2001 - July 11, 2002
WALNUT STREET SECURITIES, INC.
April 16, 1999 - April 3, 2001
ONEAMERICA SECURITIES, INC.
April 16, 1999 - April 3, 2001
AMERICAN UNITED LIFE INSURANCE COMPANY
February 4, 1994 - April 16, 1999
MML INVESTORS SERVICES, LLC
September 2, 1992 - January 1, 1994
A. G. EDWARDS & SONS, INC.
August 28, 1986 - September 17, 1992
LUTHERAN BROTHERHOOD SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/8/2014)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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