Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ennis is a financial advisor with Infinity Financial Strategies, LLC. Kelly Ennis has been in the financial services industry since December 2007. Kelly Ennis is registered with the state of Connecticut. Kelly Ennis has a Series 66, Series 7, and SIE license. Kelly Ennis is also a Certified Financial Planner and a Chartered Financial Consultant. Kelly Ennis's firm offers financial planning, educational seminars, publication of periodicals, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and estate planning
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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CT
07/29/2020 - Present
Infinity Financial Strategies, LLC (NORTH GRANBY CT)
CT
04/01/2015 - 12/26/2017
LPL FINANCIAL LLC (AVON CT)
BOTH
Issued 04/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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