Unclaimed
Kelli Elizabeth Donovan is a financial professional registered with Fidelity Brokerage Services LLC. Kelli has been working in the financial services industry for over 2 years and holds a Series 63, Series 7, Series 9, Series 10 and SIE. Kelli is registered in 53 states and holds a FINRA registration. Kelli is located in Covington, Kentucky.
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.
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.
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KY
04/01/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 04/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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