Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Adams is a financial professional with over 20 years of experience in the industry. Kelly is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Kelly provides investment advisory services to individuals, corporations, and retirement plans. Kelly offers financial planning, portfolio management, and other investment-related services. Kelly has a strong track record of success in helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/29/2021 - Present
Avantax Advisory Services (DALLAS TX)
KY
03/17/2017 - 09/30/2020
PROEQUITIES, INC. (LOUISVILLE KY)
KY
03/21/2007 - 12/23/2016
CSSC BROKERAGE SERVICES, INC. (LOUISVILLE KY)
KY
08/31/2001 - 03/21/2007
MUTUAL SERVICE CORPORATION (LOUISVILLE KY)
GA
08/13/2001 - 08/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 09/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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