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 Davidson is a registered investment advisor representative with Loomis, Sayles & Company, LP. Kelly has been in the industry since 2015 and has passed the Series 3, 7, and 66 exams. Kelly previously worked with Invesco Distributors, Inc. for over 7 years. Kelly is a dedicated professional with a wealth of experience.
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.
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.
Non-discretionary investment advice
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.
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.
Minimum annual fee and/or minimum account size
1
2
MA
12/21/2022 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
MA
10/21/2015 - 11/07/2022
INVESCO DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Davidson is the right advisor for you? Invested Better is here to help.
