Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Orr is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kelley is a registered investment advisor (IA) and a securities broker-dealer (BD) in the state of Kentucky and Texas. Kelley is experienced in providing financial and investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Kelley has held past positions at Lincoln Financial Advisors Corporation, BB&T Investment Services, Inc., Banc One Securities Corporation, and First Investors Corporation.
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.
Investment consulting services to institutional clients
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.
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2
KY
10/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OWENSBORO KY)
KY
07/22/2011 - 06/19/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (OWENSBORO KY)
KY
08/12/2004 - 07/06/2011
BB&T INVESTMENT SERVICES, INC. (BOWLING GREEN KY)
IL
01/16/2001 - 08/11/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
01/20/1999 - 12/21/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 01/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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