Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dishaw is a registered investment advisor representative with Raymond James & Associates, Inc., a large firm with more than $433 billion in regulatory assets under management. Kelly has been in the industry since 2012 and has experience with a variety of financial products and services. Kelly is registered with the state of Michigan and specializes in providing financial planning, portfolio management, and pension consulting services. Kelly has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC and Robert W. Baird & Co. Incorporated.
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.
Please see note in schedule d - miscellaneous
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
MI
11/14/2019 - Present
Raymond James & Associates, Inc. (Battle Creek MI)
MI
10/18/2019 - 11/26/2019
ROBERT W. BAIRD & CO. INCORPORATED (BATTLE CREEK MI)
MI
05/01/2012 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BATTLE CREEK MI)
BOTH
Issued 11/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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