Kelly Phalen

Kelly Phalen Email and Phone Number

Co-Founder Phalen Partners, LLC @ Phalen Partners, LLC
clearwater, florida, united states
Kelly Phalen's Location
United States, United States
Kelly Phalen's Contact Details

Kelly Phalen work email

Kelly Phalen personal email

About Kelly Phalen

25 years of experience working for successful teams in personal wealth management helping clients meet their financial goals.

Kelly Phalen's Current Company Details
Phalen Partners, LLC

Phalen Partners, Llc

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Co-Founder Phalen Partners, LLC
clearwater, florida, united states
Employees:
2
Kelly Phalen Work Experience Details
  • Phalen Partners, Llc
    Co-Founder
    Phalen Partners, Llc Jul 2018 - Present
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  • Wells Fargo Advisors
    Senior Registered Client Service Associate
    Wells Fargo Advisors Oct 2007 - Dec 2010
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  • Wachovia Securities Financial Network
    Senior Branch Administrator
    Wachovia Securities Financial Network Nov 2004 - Nov 2006
    Naperville, Illinois
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  • Ubs
    Senior Registered Client Sevice Associate
    Ubs Mar 1990 - Aug 2004
    Oak Brook, Illinois
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Kelly Phalen Skills

Banking Series 7 Series 63 Brokerage Mutual Funds

Kelly Phalen Education Details

Frequently Asked Questions about Kelly Phalen

What company does Kelly Phalen work for?

Kelly Phalen works for Phalen Partners, Llc

What is Kelly Phalen's role at the current company?

Kelly Phalen's current role is Co-Founder Phalen Partners, LLC.

What is Kelly Phalen's email address?

Kelly Phalen's email address is ke****@****ail.com

What schools did Kelly Phalen attend?

Kelly Phalen attended National Louis University, Utah State University.

What skills is Kelly Phalen known for?

Kelly Phalen has skills like Banking, Series 7, Series 63, Brokerage, Mutual Funds.

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