Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Carson Bonner is a financial advisor with Wells Fargo Clearing Services, LLC based in Panama City, FL. Kelly has been in the financial services industry since March 23, 2000. Kelly is a Certified Financial Planner and holds Series 7, Series 63 and SIE licenses. Kelly is registered with FINRA and registered to provide investment advice in 29 states. In addition to working with Wells Fargo Advisors LLC, Kelly is a licensed real estate agent. Kelly has experience working with clients of all types, including high-net-worth individuals, corporations, pension plans and individuals. Kelly also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
10/21/2021 - Present
Wells Fargo Clearing Services, LLC (PANAMA CITY FL)
FL
03/24/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PANAMA CITY FL)
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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