Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Elizabeth Wright is a financial advisor at Allstate Financial Advisors, LLC in Boerne, TX. Kelly Elizabeth Wright has been in the financial industry since January 8, 2001 and has 1 approved registration with FINRA as a Registered Representative and an approved registration with the state of Texas as an Investment Advisor Representative. Kelly Elizabeth Wright has held previous positions at WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS, LLC, H. BECK, INC., FERRIS, BAKER WATTS INCORPORATED, and A. G. EDWARDS & SONS, INC.. Kelly Elizabeth Wright has passed the Series 4, 7, 9, 10, 24, 52TO, 53, 66, 99TO, and SIE exams.
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.
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Third party advisory fees
1
2
TX
05/25/2018 - Present
Allstate Financial Advisors, LLC (Boerne TX)
DC
12/03/2013 - 05/07/2018
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
VA
12/19/2011 - 06/04/2013
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
MD
07/20/2007 - 12/16/2011
H. BECK, INC. (ROCKVILLE MD)
DC
04/28/2004 - 02/22/2007
FERRIS, BAKER WATTS INCORPORATED (WASHINGTON DC)
MO
01/08/2001 - 04/29/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/22/2009
Series 4 - Registered Options Principal Examination
BC
Issued 11/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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