Unclaimed
Kelly Charlebois is a financial professional registered with Alliance-ONE Investments, LLC. Kelly has been in the industry since June 29, 2005. Kelly is licensed to sell securities and variable insurance products. Kelly holds the Series 6 and SIE licenses. Previously, Kelly worked at MetLife Investors Distribution Company and MetLife Securities Inc. in New York City, NY and Warwick, RI respectively. Kelly is based in Tulsa, OK.
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.
1
2
OK
08/11/2017 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NY
03/25/2015 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
RI
06/29/2005 - 03/26/2015
METLIFE SECURITIES INC. (WARWICK RI)
RI
06/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WARWICK RI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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