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 Jones is a financial advisor with Kestra Investment Services, LLC in Austin, Texas. Kelly has been in the financial services industry since August 22, 2011. Kelly is licensed to offer securities in Texas and has a Series 7, Series 63, and Series 24 license. Kelly has previously worked with MML Investors Services, LLC and UBS Financial Services Inc.
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.
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2
TX
04/17/2019 - Present
Kestra Investment Services, LLC (AUSTIN TX)
NY
02/11/2015 - 03/04/2019
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NJ
12/21/2010 - 07/23/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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