Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kelly is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. in WATKINSVILLE, GA. Donald Kelly has been in the industry since 2012. Donald Kelly has passed both the General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66). Prior to working at Raymond James Financial Services Advisors, Inc., Donald Kelly was also registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Donald Kelly's specializations include: Portfolio Management for Individuals, Pension Consulting, Selection of Other Advisers, Financial Planning, Portfolio Management for Businesses, and Educational Seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
09/09/2013 - Present
Raymond James Financial Services Advisors, Inc. (WATKINSVILLE GA)
GA
08/17/2012 - 09/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BOGART GA)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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