Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Owens is an investment advisor representative associated with Alphamark Advisors, LLC in FT. WRIGHT, KY. Kelly Owens has been in the industry since August 2010. Kelly Owens has passed the Series 63, Series 7, and Series 65 exams. Kelly Owens specializes in providing financial planning, portfolio management for individuals, businesses and investment companies. Kelly Owens has previously been employed at Fidelity Brokerage Services LLC in COVINGTON, KY.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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KY
05/29/2014 - Present
Alphamark Advisors, LLC (FT. WRIGHT KY)
KY
08/03/2010 - 01/19/2011
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 09/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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