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 Huff is a financial advisor with LPL Financial LLC. Kelly has been in the financial services industry since June 2011. Kelly is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and is also a licensed Investment Advisor Representative in the state of Missouri. Kelly holds a Series 66 license and is also a Series 24 Principal. In addition, Kelly holds the Series 7 and SIE licenses. Kelly is a financial advisor specializing in providing a range of services to individuals, families, and businesses. Kelly has experience in retirement planning, investment management, and insurance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
09/07/2011 - Present
LPL Financial LLC (SAINT CHARLES MO)
BOTH
Issued 09/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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