Unclaimed
Kelley Mellar Selph is a financial advisor with Prospera Financial Services, Inc., based in Salisbury, MD. Kelley has been in the industry since 1999, with a broad range of experience in the financial services industry. Kelley holds Series 7, 31 and 63 licenses, as well as the Series 65 license. Kelley is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
MD
12/07/2023 - Present
Prospera Financial Services, Inc. (Salisbury MD)
MD
06/16/2003 - 12/18/2023
EDWARD JONES (SALISBURY MD)
NY
10/22/1999 - 06/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelley Selph is the right advisor for you? Invested Better is here to help.