Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Anne Clements is a registered investment advisor representative with Alliancebernstein LP, having joined the firm in June 2018. Kelly Anne has been actively involved in the financial industry since October 2018. Kelly Anne is licensed in 32 states and the District of Columbia. Kelly Anne is also registered with FINRA and the SEC. Kelly Anne has passed the Series 7, Series 63, Series 65 and SIE exams. Kelly Anne specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/09/2023 - Present
Alliancebernstein LP (NEW YORK NY)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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