Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Danielle Kelly is a financial professional with over 10 years of experience in the industry. Carrie is currently registered with Stonex Financial Inc. and has held previous positions with Sterne, Agee & Leach, Inc. Carrie has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and Operations Professional Examination (Series 99).
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.
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.
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2
AL
07/03/2017 - Present
Stonex Financial Inc. (BIRMINGHAM AL)
AL
11/07/2012 - 07/03/2017
STERNE, AGEE & LEACH, INC. (Birmingham AL)
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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