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 Hahn is a financial advisor who has been working in the industry since June 1, 1988. Kelly is currently registered with Valmark Securities, Inc., and has been with the firm since June 2, 2014. Kelly has previously worked at Key Investment Services LLC, McDonald Investments Inc., Mutual Service Corporation, FirstMerit Securities, Inc., and AT Investment Services Corp. Kelly has a strong background in the financial services industry and is committed to providing her clients with the highest level of service.
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.
1
2
OH
06/02/2014 - Present
Valmark Securities, Inc. (AKRON OH)
OH
01/30/2006 - 05/13/2014
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
05/31/2002 - 02/01/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MA
01/10/2001 - 04/24/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
02/01/1994 - 01/03/2001
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NA
09/24/1986 - 07/24/1992
AT INVESTMENT SERVICES CORP.
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/15/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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