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 Scott is a financial professional with over 12 years of experience in the industry. Currently, Kelly Ann Scott is registered with Madison Avenue Securities, LLC. Kelly Ann Scott has a strong background in financial services and a commitment to providing clients with personalized investment advice and guidance. She is dedicated to understanding her clients' financial goals and developing strategies to help them achieve their objectives. Prior to joining Madison Avenue Securities, LLC, Kelly Ann Scott was affiliated with PROEQUITIES, INC. and M&T SECURITIES, INC. Kelly Ann Scott holds the Series 6, Series 63, and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/15/2019 - Present
Madison Avenue Securities, LLC (GREENCASTLE PA)
OH
10/08/2013 - 02/08/2019
PROEQUITIES, INC. (ARCHBOLD OH)
PA
10/11/2006 - 06/14/2013
M&T SECURITIES, INC. (CHAMBERSBURG PA)
BC
Issued 01/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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