Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly C. Ward is a financial advisor with over 30 years of experience in the industry. Kelly is registered to provide investment advice in 18 states and is currently associated with D.a. Davidson & Co.. Kelly has a strong background in securities and investments, having worked for a number of firms over the years, including Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Kelly holds a variety of licenses and certifications, including Series 7, 9, 10, 42, 63 and 66, as well as the SIE exam.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
10/10/2018 - Present
D.a. Davidson & Co. (TWIN FALLS ID)
ID
01/01/2008 - 02/11/2011
WELLS FARGO ADVISORS, LLC (TWIN FALLS ID)
ID
06/08/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TWIN FALLS ID)
NA
07/26/1984 - 09/10/1988
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 03/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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