Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Brian Reavis is a registered representative with Sunbelt Securities, Inc. Kelly has over 25 years of experience in the financial services industry. Kelly holds Series 7, 63, 66, 79TO and SIE licenses. Kelly specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Kelly is also a registered investment advisor in the state of Texas. Kelly is located in Houston, Texas and services clients from all over the United States.
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.
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
TX
07/11/2012 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
12/07/2007 - 06/18/2012
MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)
TX
02/04/2010 - 04/19/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
06/11/1997 - 12/10/2007
COMERICA SECURITIES (DALLAS TX)
BOTH
Issued 07/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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