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 Metheny is a financial advisor at Keybanc Capital Markets Inc. with over 23 years of experience in the financial services industry. Kelly is licensed to provide investment advice in California, New Mexico, and Ohio. Kelly has a Series 6, Series 7, and Series 63 license. In addition, Kelly has passed the SIE exam. Kelly previously worked at McDonald Investments Inc. for two years.
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
OH
05/31/2001 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
05/06/1999 - 02/14/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 12/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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