Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Adams Maston is a financial advisor who has been in the industry since 2018. Kelly is registered with the state of Colorado and Texas. Kelly works for First Command Advisory Services, a firm that has over $10 billion in assets under management. Kelly specializes in financial planning and portfolio management for individuals and provides advisory services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations. Kelly has experience working at CACI International, Inc. in Arlington, Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
07/08/2024 - Present
First Command Advisory Services (Aurora CO)
BOTH
Issued 01/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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