Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Coats is a financial advisor who has been working in the industry since 1994. Kelly is currently registered with Edward Jones. Kelly's registration scope includes both securities and investment advisory services. Kelly provides investment advisory services to individuals, corporations, and other entities. Kelly also provides financial planning services. Kelly is a Series 63 and 66 licensed representative. Kelly is also a Series 7, 9, 10, and 24 licensed representative. Kelly has a branch office location in both Missouri and Illinois.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
04/25/2016 - Present
Edward Jones (ST LOUIS MO)
BOTH
Issued 04/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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