Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly D Parker is an Investment Advisor Representative with J.P. Morgan Securities LLC. Kelly is licensed to provide financial advice in Arizona and Texas and has been in the financial services industry since 2007. Kelly has worked for several firms over the course of her career, including Chase Investment Services Corp. and Morgan Stanley DW Inc. Kelly holds the Series 63, 66 and 7 licenses as well as the SIE. Kelly specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
01/21/2022 - Present
J.p. Morgan Securities LLC (PRESCOTT VALLEY AZ)
AZ
12/03/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PRESCOTT AZ)
NY
05/11/2005 - 10/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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