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Kelli Rene Trahan is a financial advisor professional located in Rogers, AR. They specialize in financial advisory. With over 3 years of experience, they bring deep expertise to every client.
Kelli Rene Trahan - Arvest Wealth Management holds an active professional license (FINRA CRD) for your protection.
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Kelli Rene Trahan is a financial advisor based in Rogers, Arkansas, operating with Arvest Wealth Management. With 3 years in the financial services industry, she holds a FINRA CRD registration, which governs her work in securities and investment advisory services. Her registration number is 7444858. Trahan works with clients seeking guidance on wealth management and financial planning matters.
Kelli Rene Trahan's FINRA CRD registration indicates she is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities brokers and dealers in the United States. This registration means she has passed required examinations and is subject to FINRA oversight and compliance rules. It signals she is qualified to discuss and facilitate investment products and securities with clients. The CRD (Central Registration Depository) system maintains her registration record and disciplinary history, providing transparency to the public about her credentials and regulatory standing.