Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Cunningham is a financial advisor with Edward Jones, a company with over 20,000 employees and $10 billion - $50 billion in assets under management. Kelly Ann has been in the industry since 2002 and has worked with Edward Jones since 2001. Kelly Ann offers a variety of services to her clients, including financial planning, pension consulting, and portfolio management. Kelly Ann is registered with the state of California and is licensed to sell securities in a number of other states. Kelly Ann Cunningham is a Certified Financial Planner (CFP®).
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.
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.
See schedule d - miscellaneous
1
2
CA
08/04/2022 - Present
Edward Jones (South San Francisco CA)
MO
01/29/2002 - 09/15/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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