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 Purvis is a financial advisor with LPL Financial LLC in MATTOON, IL. Kelly is a registered representative with FINRA, as well as a registered investment advisor. Kelly has been in the industry since 2006, and specializes in providing financial planning and investment advice to individuals, families, and businesses.
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.
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2
IL
06/02/2023 - Present
LPL Financial LLC (MATTOON IL)
IL
11/27/2007 - 02/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MATTOON IL)
IL
04/30/2007 - 12/03/2007
INVEST FINANCIAL CORPORATION (MATTOON IL)
IL
04/25/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (MATTOON IL)
BOTH
Issued 06/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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