Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Conway Reash is a financial advisor based in Austin, Texas. Kelly is registered with Allstate Financial Services, LLC and has been in the industry since January 29, 2005. Kelly has been with Allstate Financial Services, LLC since July 18, 2012. Prior to that, Kelly was with WELLS FARGO ADVISORS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and AXA ADVISORS, LLC. Kelly holds the Series 66, Series 7, and SIE licenses. Kelly is also registered in the states of Texas and New York.
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.
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.
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2
TX
07/18/2012 - Present
Allstate Financial Services, LLC (Austin TX)
TX
12/19/2006 - 08/10/2010
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
11/19/2002 - 07/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (AUSTIN TX)
NY
06/13/2002 - 08/09/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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