Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Gene McDonald is a financial professional with over 20 years of experience in the financial services industry. Kelly is currently registered with Osaic Wealth, Inc. in Florida and Tennessee. Kelly has been active in the investment advisory field since 2014, and has a long history of experience in various financial roles. Kelly holds the Series 6, 7, 26, and 63 licenses as well as the SIE exam and holds the designations of Certified Financial Planner and Chartered Financial Consultant.
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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2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
TN
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (JACKSON TN)
TN
01/03/2001 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (JACKSON TN)
IN
05/23/2000 - 12/05/2000
CONSECO SECURITIES, INC. (CARMEL IN)
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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