Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kelly is a financial advisor with Raymond James & Associates, Inc. with over 17 years of experience in the financial services industry. Angela is registered with the state of Florida and holds the Series 6, 7, 63, and 65 licenses along with the SIE designation. Previously, Angela was an advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc., and Scottrade, Inc. Angela works with a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. Angela provides financial planning, portfolio management, and other advisory services to her clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/17/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
KY
09/18/2014 - 03/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
KY
11/30/2012 - 09/03/2014
U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)
KY
07/13/2011 - 11/29/2012
SCOTTRADE, INC. (LOUISVILLE KY)
IN
02/22/2006 - 06/20/2011
CHASE INVESTMENT SERVICES CORP. (CLARKSVILLE IN)
IA
Issued 09/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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