Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Pate is a registered representative with Cetera Advisor Networks LLC based in Cincinnati, Ohio. Kelly has been in the financial services industry since 2004 and holds the Series 6, Series 66 and SIE licenses. Kelly has been with Cetera Advisor Networks LLC since 2013 and previously worked for Walnut Street Securities, Inc. and American General Securities Incorporated.
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.
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.
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2
OH
09/03/2013 - Present
Cetera Advisor Networks LLC (CINCINNATI OH)
OH
03/04/2005 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WEST CHESTER OH)
AZ
01/21/2004 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 09/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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