Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Allen Angell is a financial advisor with over 10 years of experience in the financial services industry. Kelly is registered to provide investment advice in 25 states and is currently affiliated with Cuso Financial Services, LP. Kelly has also held previous positions with firms like Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and J.H. Darbie & Co., Inc. Kelly holds Series 7, 55, 63, 66 and SIE licenses. Kelly specializes in portfolio management for businesses and individuals, as well as financial planning, and pension consulting.
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.
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
UT
03/12/2024 - Present
Cuso Financial Services, LP (South Jordan UT)
UT
04/17/2019 - 11/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (OREM UT)
UT
06/28/2016 - 04/29/2019
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
NY
10/28/2015 - 06/20/2016
J.H. DARBIE & CO., INC. (NEW YORK NY)
CA
08/06/2015 - 10/22/2015
KEY WEST INVESTMENTS, LLC (SAN GABRIEL CA)
UT
06/30/2015 - 08/05/2015
ACAP FINANCIAL INC. (SALT LAKE CITY UT)
UT
03/12/2014 - 06/19/2015
ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)
UT
10/08/2012 - 01/27/2014
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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