Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dean Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. Kelly has been in the financial industry since June 1999. Kelly holds Series 7 and Series 66 securities licenses. Kelly currently has active registrations in Arizona and Texas. Kelly is also registered as an investment advisor representative in Texas. Kelly's previous employment includes positions with Raymond James Financial Services, Inc. in Round Rock, Texas and Edward Jones in St. Louis, Missouri. Kelly's firm has a total of over 344 billion dollars in assets under management.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/27/2010 - Present
Raymond James Financial Services Advisors, Inc. (AUSTIN TX)
TX
01/16/2004 - 01/15/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROUND ROCK TX)
MO
06/25/1999 - 01/20/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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