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 Warner is a financial advisor at Newedge Advisors with over 30 years of experience in the financial services industry. Kelly is a registered representative of Newedge Securities, Inc. and conducts commission-based securities business as a broker-dealer agent. She is also a registered investment advisor representative for Newedge Advisors. Kelly specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/16/2023 - Present
Newedge Advisors (Delray Beach FL)
FL
12/14/2007 - 03/11/2022
OPPENHEIMER & CO. INC. (DELRAY BEACH FL)
FL
07/31/2001 - 12/21/2007
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
10/24/1990 - 07/31/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
02/02/1989 - 05/24/1989
U.S. ADVISORS, INC.
NA
01/06/1989 - 01/31/1989
HANIFEN, IMHOFF SECURITIES CORP.
NA
01/20/1988 - 01/18/1989
GRAYSTONE NASH, INC.
NA
08/22/1985 - 10/07/1987
CARILLON INVESTMENTS, INC.
IA
Issued 03/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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