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Karina Kelly

Nylife Securities LLC

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About Karina Kelly

Karina Kelly is a financial professional with over 10 years of experience in the industry. She is currently registered with Nylife Securities LLC, and is licensed in both California and Texas. Previously, Karina was with PFS INVESTMENTS INC. Karina holds multiple licenses and designations, including Series 6, 63, and 26. She is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Karina Kelly is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

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.

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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Karina Kelly’s Registration & Firm History

TX

11/22/2023 - Present

Nylife Securities LLC (DALLAS TX)

TX

08/01/2012 - 02/22/2023

PFS INVESTMENTS INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 11/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karina Kelly.
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