Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Alyssa Chancey is a financial advisor with over 20 years of experience in the industry. Kelly is currently registered with Capital One Securities, Inc. and is licensed in Pennsylvania. Kelly has held previous positions at Hibernia Investments, L.L.C., American Express Financial Advisors Inc., and IDS Life Insurance Company. Kelly holds a Series 7, Series 24, Series 66, Series 86, Series 87, and Series 99TO.
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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2
LA
12/08/2003 - Present
Capital ONE Securities, Inc. (NEW ORLEANS LA)
LA
01/22/2002 - 12/01/2003
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
MN
07/21/2000 - 10/30/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/21/2000 - 10/30/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/26/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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