Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Gagne Gibson is a financial advisor who has been working in the industry since September 27, 2010. Kelly is currently registered with Raymond James & Associates, Inc. and has been with the firm since February 2013. Kelly was previously employed with MORGAN KEEGAN & COMPANY, INC., where she worked from September 28, 2010 until February 13, 2013. Kelly holds licenses in Georgia and is registered with the Securities and Exchange Commission.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (AUGUSTA GA)
GA
09/28/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUGUSTA GA)
BOTH
Issued 01/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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