Vice President, Lakeland Bank, Financial Advisor, RJFS
Hackensack, NJ 07601
- IKellman at lakelandbank dot com
Indya Kellman brings 11 years of retail banking and investment management experience to Lakeland Financial Services. Previously, Indya was a Financial Advisor for M&T Securities and First Niagara Bank. She is registered with Series 7,6,63,65 and Life, Accident and Health insurance licenses. She has experience in several areas of wealth management including retirement planning, tax-advantaged income strategies, legacy planning and life insurance. Indya takes pride in her ability to understand the unique needs of clients and businesses while assisting them in creating a financial strategy to accomplish their goals.
Indya earned a Bachelor of Science degree in business administration with concentrations in finance and marketing from the University at Buffalo, The State University of New York. She has been recognized at her prior firms as a Chairman’s Club member for Sales Excellence. Indya volunteers for Habitat for Humanity and is a past member of the African American and Hispanic Resource Groups.
Check the background of this firm on FINRA's BrokerCheck.
Please note that it is important to consult with your tax advisor regarding specific tax concerns.
Lakeland Financial Services is a division of Lakeland Bank.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Lakeland Bank and Lakeland Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.