Kelly Rose (CRD# 2165846) is an Investment Advisor Representative working at The Ameriflex Group in Greenwood Village, CO and has over 4 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Greenwood Village, CO | Apr 2024 - Current | < 1 |
| The Ameriflex Group | Las Vegas, NV | Apr 2024 - Current | < 1 |
| Advocare International LP | Plano, TX | Mar 2003 - Current | 21 |
| Prudential Insurance Company Of America | Englewood, CO | Oct 2019 - Apr 2024 | 4 |
| Pruco Securities, LLC | Englewood, CO | Sep 2019 - Apr 2024 | 4 |
| 10 Til 2 | Aurora, CO | Jan 2019 - Oct 2019 | < 1 |
| Homemaking | Highlands Ranch, CA | Apr 1999 - Jan 2019 | 19 |
| Hobby Lobby Stores Inc. | Lone Tree, CO | Feb 2018 - Mar 2018 | < 1 |
| Jen Routon (broker Associate, Madison & Company Properties) | Greenwood Village, CO | Apr 2017 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
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