Kellie Marie Chase
Professional Summary
Kellie Marie Chase is a registered financial advisor currently at STARK FINANCIAL INDUSTRIES LLC located in La Quinta, California. Kellie is registered as a RR (Registered Representative) and started their career in finance in 2018. Kellie has worked at 1 firm and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
I. E. INVESTMENTS, INC. | STARK, SALTER & SMITH | STARK MUNICIPAL BROKERS | STARK FINANCIAL INDUSTRIES LLC | SMITH, PETERS & STARK
Contact Information
Main Address
3007 Cordoba Ranch Blvd, Lutz, FL 33559Mailing Address
3007 Cordoba Ranch Blvd, Lutz, FL 33559Phone Number
(818) 735-9860Established
Florida since 07/31/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kellie Marie Chase's CRS (Customer Relationship Summary).
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