Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Leach is a financial advisor with D.a. Davidson & Co. in GREAT FALLS, MT. Kelly has been in the financial industry since 2008. Kelly is a Series 24, Series 7, Series 99, and Series 11 licensed professional with over 15 years of experience providing financial guidance to clients. Kelly’s areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MT
09/30/2008 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
BC
Issued 06/14/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2012
Series 99 - Operations Professional Examination
BC
Issued 09/29/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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