Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jean Daniels is a financial advisor with over 20 years of experience in the industry. Kelly is registered with Raymond James Financial Services Advisors, Inc. and has a branch office location in Atmore, Alabama. Kelly is also a Registered Representative with Raymond James Financial Services, Inc., which has a main office located in Saint Petersburg, Florida. Kelly is registered in 29 states and provides financial planning and portfolio management services to a range of clients, including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Kelly has a diverse background, having worked at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AL
02/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (Atmore AL)
AL
05/14/1999 - 02/14/2019
EDWARD JONES (ATMORE AL)
NY
02/10/1997 - 05/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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