Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Glen Kidwell is a registered representative and investment advisor representative with Park Avenue Securities LLC. Kelly has been in the financial services industry since 1990. Kelly holds Series 6, 7, 24, 53, 63, and 65 securities licenses. Kelly is licensed in 52 states and the District of Columbia. Kelly provides financial planning and investment management services to individuals, families, and businesses. Kelly is also a licensed insurance agent and offers insurance products to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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WA
03/21/2017 - Present
Park Avenue Securities LLC (SEQUIM WA)
CA
01/07/1998 - 02/07/2006
AMERITAS INVESTMENT CORP. (MONTCLAIR CA)
NY
12/08/1994 - 12/31/1997
FAHNESTOCK & CO., INC. (NEW YORK NY)
FL
08/19/1992 - 12/31/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
03/02/1988 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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