Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Crowder Amato is a financial advisor with Raymond James & Associates, Inc. located in St. Petersburg, Florida. Kelly has over 27 years of experience in the financial services industry. Kelly holds Series 6, 26, 63, and 65 licenses. Kelly is a licensed advisor in California and Georgia and specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and corporations.
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
FL
02/17/2025 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CA
04/07/2016 - 02/24/2023
STANCORP EQUITIES, INC. (WALNUT CREEK CA)
CA
03/25/2002 - 03/01/2016
NFP ADVISOR SERVICES, LLC (LAFAYETTE CA)
MA
09/01/1999 - 03/26/2002
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CT
01/04/1999 - 09/15/1999
USI SECURITIES, INC. (GLASTONBURY CT)
MA
05/04/1998 - 12/31/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
CA
03/21/1997 - 04/02/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
ME
02/14/1994 - 06/04/1996
UNUM SALES CORPORATION (PORTLAND ME)
IA
Issued 06/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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