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 Webb is an investment advisor representative with Morgan Stanley. Kelly is a registered investment advisor in Alabama and Texas. Kelly has over 20 years of experience in the financial services industry. Kelly is a Series 7 and 63 licensed professional. Kelly has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and NBC Securities, Inc. Kelly has a client base of high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Kelly provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
01/21/2022 - Present
Morgan Stanley (Birmingham AL)
AL
04/30/2009 - 01/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
11/11/2008 - 05/20/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
03/19/2003 - 11/13/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
03/03/2000 - 02/04/2002
NBC SECURITIES, INC. (BIRMINGHAM AL)
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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