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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jo Ballor is a financial advisor with Fidelity Personal and Workplace Advisors. Kelly Jo Ballor has been in the financial services industry since December 2005. Kelly Jo Ballor has a wide range of experience in the financial services industry, having worked with firms like Fifth Third Securities, Inc., Chase Investment Services Corp., and Charles Schwab & Co., Inc. Kelly Jo Ballor has been a Registered Representative of Fidelity Brokerage Services LLC since May 2012. Kelly Jo Ballor is registered to offer investment advice in Michigan and Texas. Kelly Jo Ballor specializes in providing financial planning, educational seminars, and portfolio management for both individuals and businesses.
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.
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.
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.
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2
MI
05/17/2022 - Present
Fidelity Personal AND Workplace Advisors (GRAND RAPIDS MI)
MI
07/20/2011 - 05/31/2012
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
IL
10/16/2009 - 05/20/2011
CHASE INVESTMENT SERVICES CORP. (NAPERVILLE IL)
TX
07/18/1997 - 07/26/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 01/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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