Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Chambers Cannon is a financial advisor at Truist Advisory Services, Inc. Kelly has been in the industry for over two decades, starting her career at Banc of America Investment Services, Inc. in 2001. Kelly is licensed to provide advisory services in Georgia. Kelly has a broad range of experience serving individuals, families, businesses and other entities. In addition to financial planning, Kelly provides portfolio management and other advisory services. Kelly is committed to helping clients reach their financial goals.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
09/21/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
10/23/2009 - 03/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
02/27/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 12/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Cannon is the right advisor for you? Invested Better is here to help.
