Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly G. Evans is a financial advisor with PNC Capital Markets LLC, located in Cleveland, OH. Kelly has been in the financial industry for over 9 years and has a strong background in securities. Kelly holds Series 7, 24, 63 and 66 licenses and is a SIE exam holder. Prior to joining PNC Capital Markets LLC, Kelly worked at several other firms including BBVA Securities Inc., Cetera Investment Services LLC, ProEquities, Inc. and BBVA Compass Investment Solutions, Inc.
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.
1
2
OH
02/20/2024 - Present
PNC Capital Markets LLC (CLEVELAND OH)
AL
11/13/2015 - 06/02/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
MN
04/08/2015 - 10/14/2015
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
AL
08/06/2012 - 02/27/2015
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
05/03/2012 - 08/06/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
BOTH
Issued 07/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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