Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Kelly is a financial advisor with over 20 years of experience in the industry. Cary is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in Missouri and Illinois. Previously, Cary has worked with firms including Wells Fargo Advisors, LLC, First Allied Securities, Inc., FFP Securities, Inc., LaSalle St Securities, L.L.C., and Edward Jones. Cary specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
04/12/2012 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
07/22/2008 - 04/20/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
02/19/2008 - 07/14/2008
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MO
03/05/2007 - 06/02/2008
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
12/09/2005 - 02/28/2007
LASALLE ST SECURITIES, L.L.C. (CARLINVILLE IL)
MA
10/26/2005 - 12/07/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MO
05/14/2003 - 09/28/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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