Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Keahey is a registered representative and investment advisor representative with PFS Investments Inc., with over 28 years of experience in the financial industry. Kelly holds Series 6, 26, 63, and 65 licenses and the SIE. Kelly also has an active state registration in Texas, Illinois, Louisiana, Minnesota, Ohio, Oklahoma, and Washington. Kelly provides portfolio management services to individuals.
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.
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.
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2
TX
12/08/2015 - Present
PFS Investments Inc. (HOUSTON TX)
IA
Issued 10/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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