Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Eng is a financial advisor with Park Avenue Securities LLC. Kelly has been in the industry since 2018. Kelly is registered with FINRA and holds the Series 7, Series 63, and SIE licenses. Kelly also holds the Chartered Financial Analyst designation. Kelly specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals and institutions. Kelly also offers educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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2
HI
07/13/2021 - Present
Park Avenue Securities LLC (HONOLULU HI)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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