Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Beth Marshall is a financial advisor associated with Commonwealth Financial Network. Kelly is a registered representative with FINRA and is also licensed to provide investment advisory services. Kelly has been in the industry for less than a year. Kelly is located in SOLON, Ohio.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/04/2024 - Present
Commonwealth Financial Network (SOLON OH)
BC
Issued 07/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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