Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Hobby is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Kelly has been in the financial services industry since 2023. Kelly is licensed to provide investment advisory services in Michigan and Texas. Kelly has earned their Series 66, Series 7TO, and SIE licenses. Kelly holds a license as an adjunct instructor at Washtenaw Community College. Kelly holds a combined State and FINRA registration and is registered to offer investment advisory services in 24 states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin.
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.
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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MI
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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