Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Clyde has been in the financial services industry since 2004. Kelly Clyde has a strong background in financial planning, portfolio management, and insurance services. Kelly Clyde is registered as an investment advisor representative in California and Texas. Kelly Clyde is a Certified Financial Planner and is associated with Independent Financial Group, LLC. Kelly Clyde works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kelly Clyde is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
CA
11/12/2020 - Present
Independent Financial Group, LLC (SAN CLEMENTE CA)
CA
08/09/2005 - 08/13/2009
MCL FINANCIAL GROUP, INC. (SANTA ANA CA)
NY
09/02/2004 - 07/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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