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Irene M. Kelley

Sunbelt Securities, Inc.

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About Irene M. Kelley

Irene Kelley is a financial advisor at Sunbelt Securities, Inc. located in Houston, Texas. Irene has been in the industry since 2003 and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Irene Kelley has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Her experience with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated provides Irene Kelley with a solid foundation in the financial industry. Irene Kelley is registered with the state of Texas.

Firm Information

Irene Kelley is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Irene Kelley’s Registration & Firm History

TX

06/06/2018 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

06/01/2009 - 05/21/2018

MORGAN STANLEY (BEAUMONT TX)

TX

08/15/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)

TX

01/31/2003 - 08/29/2008

UBS FINANCIAL SERVICES INC. (BEAUMONT TX)

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Licenses & Designations

BOTH

Issued 05/23/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Irene M. Kelley.
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