Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Daun Clark is a financial advisor with Cetera Investment Services LLC in INDIAN HEAD, PA. Kelly has over 20 years of experience in the financial services industry and holds Series 6 and Series 63 licenses. Kelly has previously worked for LPL FINANCIAL LLC and INVEST FINANCIAL CORPORATION. Kelly's experience and expertise can help you achieve your 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.
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.
1
2
PA
02/11/2014 - Present
Cetera Investment Services LLC (INDIAN HEAD PA)
PA
03/03/2009 - 02/12/2014
LPL FINANCIAL LLC (INDIAN HEAD PA)
PA
11/26/2002 - 03/10/2009
INVEST FINANCIAL CORPORATION (INDIAN HEAD PA)
NJ
09/21/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
BC
Issued 02/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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