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 Kipnis is a financial advisor with Raymond James & Associates, Inc. Kelly has been in the industry since 2001. Kelly has experience with a variety of financial products and services, including investment advice, financial planning, and retirement planning. Kelly holds a Series 7, Series 66, and SIE licenses, as well as a CFP designation. Kelly is registered with the following states: Arizona, Colorado, Florida, Georgia, New York, and Rhode Island. Kelly has previous experience with Hartford Funds Distributors, LLC and Wells Fargo Funds Distributor, LLC.
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.
Please see note in schedule d - miscellaneous
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
FL
05/08/2024 - Present
Raymond James & Associates, Inc. (Clearwater FL)
PA
11/16/2017 - 05/15/2024
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
NC
07/17/2008 - 11/06/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
FL
07/10/2001 - 07/08/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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