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 Draper is a financial advisor at Morgan Stanley. Kelly has over 30 years of experience in the financial services industry. Kelly has been registered with the Securities and Exchange Commission since 1988. Kelly is also a registered investment advisor in the states of Ohio and Texas. Kelly has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. Kelly is committed to providing her clients with personalized financial advice and investment strategies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
10/18/2017 - Present
Morgan Stanley (Perrysburg OH)
OH
10/20/1995 - 10/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
NY
07/31/1993 - 11/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
06/01/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/14/1988 - 03/21/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/22/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 10/30/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kelly Draper is the right advisor for you? Invested Better is here to help.
