Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Manning is a financial advisor with Raymond James Financial Services Advisors, Inc. Kelley has been in the financial services industry for over 20 years and has a strong track record of helping clients achieve their financial goals. Kelley is a registered representative and investment advisor representative with the firm, and holds Series 7, 31 and 66 securities licenses. Kelley has a diverse background in financial planning and investment management, and is committed to providing clients with personalized, comprehensive financial advice. Prior to joining Raymond James, Kelley was a financial advisor with Waddell & Reed, Inc., M&I Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Kelley is a member of the Lee's Summit Chamber of Commerce and the Beyond Wealth 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.
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
MO
06/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lees Summit MO)
MO
01/03/2011 - 04/02/2020
WADDELL & REED (CREVE COEUR MO)
MO
02/26/2008 - 02/01/2011
M&I FINANCIAL ADVISORS, INC (KANSAS CITY MO)
MO
08/11/2005 - 02/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
NY
06/04/2003 - 08/15/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelley Manning is the right advisor for you? Invested Better is here to help.
