Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Andrews Bevis is a financial advisor registered with Wells Fargo Clearing Services, LLC. Kelly has been in the industry since 1996 and has held previous registrations with Prudential Securities Incorporated and Fidelity Brokerage Services, Inc. Kelly is licensed in multiple states, including Texas, California, Florida, and Illinois, among others. Kelly holds the Series 3, 6, 7, and 63 licenses. Kelly has been with Wells Fargo Advisors LLC since 2009. Kelly is a member of the endowment committee at Arlington Heights United Methodist Church and the finance committee at United Community Centers.
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.
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.
Investment consulting services to institutional clients
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
TX
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
NY
09/10/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
RI
12/09/1994 - 05/02/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 09/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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