Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keely? Claim Your ProfileKeely Michele Clemons is a financial advisor with over 17 years of experience in the industry. Keely currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Wayzata, Minnesota. Keely is a registered representative in Minnesota and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Keely worked at PIPER JAFFRAY & CO. in Wayzata, Minnesota. Keely has a broad range of experience working with clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Keely specializes in providing portfolio management, financial planning, and investment advisory services to her clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MN
01/12/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
01/12/2006 - 06/23/2006
PIPER JAFFRAY & CO. (WAYZATA MN)
BOTH
Issued 11/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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