Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Rinehart is a registered representative with Equitable Advisors, LLC. Kelly Rinehart has been in the financial services industry since 1996. Kelly Rinehart is registered with the state of Ohio. Kelly Rinehart has previously been registered with several other firms, including AXA Advisors, LLC, MONY Securities Corporation, Robert W. Baird & Co. Incorporated, Capital Securities of America, Inc., and The Ohio Company. Kelly Rinehart is licensed to sell securities, insurance, and variable products.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/08/2019 - Present
Equitable Advisors, LLC (COLUMBUS OH)
OH
06/01/2005 - 08/22/2017
AXA ADVISORS, LLC (COLUMBUS OH)
NY
08/26/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
WI
04/10/2000 - 06/21/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
10/06/1999 - 04/10/2000
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
OH
06/01/1998 - 09/30/1999
QUANTUM CAPITAL CORPORATION (COLUMBUS OH)
OH
08/02/1994 - 05/21/1998
THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 04/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 08/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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