Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dunnahoo is an investment advisor representative at Creativeone Wealth, LLC. Kelly has been in the financial services industry for over 20 years and is registered in California. Kelly specializes in providing financial planning services to individuals and families. Kelly is also a registered investment advisor representative with Creativeone Wealth, LLC. Kelly has over 20 years of experience in the industry and is well-versed in investment strategies and financial planning. Kelly's experience, coupled with their dedication to client satisfaction, make them an ideal choice for individuals seeking financial guidance and advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
CA
08/17/2018 - Present
Creativeone Wealth, LLC (La Verne CA)
CA
01/05/2010 - 12/31/2010
CAPITAL FINANCIAL SERVICES, INC. (SAUGUS CA)
CA
01/02/2008 - 12/31/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (SAUGUS CA)
CA
01/23/2006 - 12/31/2007
HBW SECURITIES LLC (SAUGUS CA)
TX
09/06/2004 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
IA
Issued 02/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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