Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Sams is a financial professional with over 20 years of experience in the industry. Kelly is currently registered with Alliance-ONE Investments, LLC and previously held registrations with MetLife Investors Distribution Company, New England Securities, and Walnut Street Securities, Inc. Kelly holds Series 6, Series 26 and SIE licenses and is a well-rounded financial professional with a diverse background.
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)
MO
11/01/2001 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (ST. LOUIS MO)
NY
08/16/2006 - 01/26/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
08/16/2006 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
02/16/1999 - 05/16/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 06/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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