Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly A McKinney is a financial advisor who has been in the industry since February 2004. Kelly is currently registered with Raymond James & Associates, Inc. in Birmingham, MI. Kelly has previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Kelly holds Series 6, 7, 63 and 65 licenses. Kelly offers a range of financial services including financial planning, pension consulting, portfolio management, and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
02/23/2015 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
10/01/2012 - 02/25/2015
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
IL
02/02/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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