Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Claire Friedel is a financial advisor at Raymond James & Associates, Inc., a well-established firm with over $433 billion in assets under management. Kelly has been in the financial industry for over 20 years and holds a wide range of licenses and certifications, including Series 3, 7, 8, 9, 10, 24, 55, 63, and 65. Kelly's specializations include providing investment advice and portfolio management services to individuals, corporations, and institutions. She has a proven track record of success in helping clients achieve 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.
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.
Please see note in schedule d - miscellaneous
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
GA
10/26/2017 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
02/24/1983 - 06/28/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
12/07/1994 - 09/24/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 11/08/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/03/1983
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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