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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Lyn Gabriel is a financial professional with over 25 years of experience in the industry. Kelli has a broad range of experience across several firms, including Morgan Stanley, Merrill Lynch, MetLife Securities, and Cambridge Investment Research. Kelli specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to her clients. Currently, Kelli is registered with Madison Avenue Securities, LLC and offers a variety of investment advisory services.
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.
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2
TN
08/30/2018 - Present
Madison Avenue Securities, LLC (Brentwood TN)
TN
11/06/2015 - 09/28/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Nashville TN)
TN
11/07/2014 - 11/10/2015
SECURITIES AMERICA, INC. (NASHVILLE TN)
TN
08/01/2011 - 11/19/2014
METLIFE SECURITIES INC. (FRANKLIN TN)
TN
01/29/2010 - 07/28/2011
SECURIAN FINANCIAL SERVICES, INC. (FRANKLIN TN)
DC
04/02/2007 - 06/03/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
01/19/2007 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
DC
01/14/2000 - 01/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MA
08/11/1994 - 02/02/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
06/07/1993 - 07/25/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
04/07/1993 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 02/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/01/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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