Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Kole Merrill is a financial advisor at Fidelity Brokerage Services LLC with over 17 years of experience in the financial services industry. Kelli is registered with the state of Kentucky and holds FINRA Series 7, 9, 10, 63, and SIE licenses. Kelli's previous experience includes roles at National Financial Services LLC and Fidelity Brokerage Services LLC.
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
02/05/2016 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
TX
08/23/2007 - 01/08/2016
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
08/12/2005 - 05/07/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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