Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dale is a financial advisor with American Capital Partners, LLC in Atlanta, GA. Kelly has been working in the financial services industry since April 1997 and is registered with FINRA and the state of Georgia. Kelly specializes in providing financial advice to individuals and families. Kelly has a strong background in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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.
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2
GA
02/01/2013 - Present
American Capital Partners, LLC (ATLANTA GA)
GA
01/17/2012 - 02/01/2013
L.M. KOHN & COMPANY (ATLANTA GA)
GA
07/12/2001 - 01/17/2012
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
CT
12/19/2000 - 07/27/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
CO
10/04/1999 - 12/19/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
GA
04/18/1997 - 10/08/1999
ARGENT SECURITIES, INC. (ATLANTA GA)
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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