Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelci? Claim Your ProfileKelci McGinnis is a registered representative with J.P. Morgan Securities LLC. Kelci is licensed in North Carolina and Texas. Kelci has been in the securities industry since 2019. Prior to joining J.P. Morgan Securities LLC, Kelci was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kelci has earned the Series 66, Series 7TO, and SIE licenses. Kelci is an active participant in the investment community. Kelci's primary focus is providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Kelci also provides selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/10/2022 - Present
J.p. Morgan Securities LLC (COLLEYVILLE TX)
TX
08/26/2019 - 05/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH RICHLAND HILLS TX)
BOTH
Issued 09/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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