Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Guda is a registered representative with J.p. Morgan Securities LLC and has been in the industry since 2001. Kelly has a strong track record of providing financial advice and investment management services. Kelly's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Kelly holds Series 7, 63, 66, 9, 10, and 24 licenses. Kelly's previous experience includes working for American Family Securities, LLC and Kelly Guda Insurance Agency, LLC. Kelly's specialties include working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/03/2021 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
07/27/2004 - 10/29/2009
AMERICAN FAMILY SECURITIES, LLC (CHICAGO IL)
WI
10/01/2001 - 10/01/2002
AMERICAN FAMILY SECURITIES, LLC (MADISON WI)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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