Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lamont is a financial professional with over six years of experience in the industry. Kelly is a registered representative with Phx Financial, Inc. and holds the Series 7, Series 66, Series 24, and SIE licenses. Kelly is registered in California, Connecticut, Florida, Maine, Massachusetts, and New York.
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
NY
05/27/2016 - Present
PHX Financial, Inc. (NEW YORK NY)
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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