Financial consultant, Kelly Angell, has joined the Security Service Investment Group (SSIG) in Orem, Utah. Kelly is experienced in developing investment strategies for clients in different stages of life and with varying investment needs and risk profiles. His responsibilities include working closely with clients to create a personalized financial strategy designed to meet their individual investment goals.
“Our priority at Security Service Investment Group is to help members achieve financial security,” said Doug Tabor, senior vice president for Security Service Investment Group and branch manager for Raymond James Financial Services. “Having experienced financial advisors like Kelly Angell on our team, equips us to assist our clients in maximizing their financial potential, wherever they are in life.”
With more than 10 years of experience, Kelly has worked in the securities industry as both a financial advisor and investment analyst. He earned a Master of Business Administration from Westminster College in Salt Lake City and a Bachelor of Business Marketing from Utah State University. Kelly is a registered securities representative with Raymond James Financial Services and an investment advisory representative. He also holds FINRA Series 7, 63, 66 and 55 securities licenses.
Security Service Investment Group is a subsidiary of Security Service Federal Credit Union. SSIG helps clients with a number of non-deposit investment services including financial planning, retirement planning, college planning, 401K, IRAs, mutual funds, life insurance and more. For more information, please visit www.ssfcu.org/investments or call 1-888-415-7878.