Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Davies Chimera has been in the financial services industry since 1999 and is currently a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly has experience in various areas of financial services, including investment advisory services and brokerage services. Kelly's previous experience includes working at UBS Financial Services Inc., Morgan Stanley, and Citigroup Global Markets Inc. Kelly holds Series 7 and Series 63 licenses, as well as a Series 65 license.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
01/06/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
12/18/2012 - 01/17/2017
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
08/10/2010 - 11/27/2012
MORGAN STANLEY (AUSTIN TX)
NY
02/03/1999 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 11/09/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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