Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Budd Tinsley is a financial advisor registered with UBS Financial Services Inc. Kelly has been working in the financial industry since April 1990. Kelly works with a wide range of clients, including high-net-worth individuals, corporations, trusts, and charitable organizations. Kelly is a registered representative in North Carolina and Texas, and is also a registered investment advisor representative in Texas. Kelly is a Series 7 and Series 66 licensed financial advisor. Kelly is also a Series 3, Series 8, Series 9 and Series 10 licensed financial advisor. Kelly is a member of the New Hanover Hospital Foundation.
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.
See schedule d - miscellaneous
1
2
NC
03/13/2017 - Present
UBS Financial Services Inc. (WILMINGTON NC)
NY
05/01/1990 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 11/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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