Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Gray is a financial advisor with over 16 years of experience in the financial services industry. Kelly is a registered representative with USAA Investment Services Co. Kelly is located in COLORADO SPRINGS, CO and holds several licenses and certifications, including Series 7, Series 24, Series 51, and Series 66. Kelly's previous employers include USAA FINANCIAL ADVISORS, INC. and PRUCO SECURITIES, LLC. Kelly has a strong track record of success in providing financial advice to individuals and families.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
CO
06/08/2020 - Present
Usaa Investment Services Co. (COLORADO SPRINGS CO)
CO
09/27/2004 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
NJ
01/22/2004 - 08/25/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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