Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jo Crockett is a financial advisor registered in 16 states and with FINRA. Kelly Crockett has been in the industry since March 2018, and is currently affiliated with Truist Advisory Services, Inc. Kelly Crockett has also held prior roles at Commonwealth Financial Network, Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Kelly Crockett holds the Series 6, 7, 63, and 66 securities licenses. Kelly Crockett provides financial planning, portfolio management, and publication of periodicals services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
01/24/2023 - Present
Truist Advisory Services, Inc. (PEACHTREE CITY GA)
GA
01/26/2022 - 12/19/2022
COMMONWEALTH FINANCIAL NETWORK (PEACHTREE CITY GA)
GA
08/03/2021 - 12/08/2021
WELLS FARGO CLEARING SERVICES, LLC (PEACHTREE CITY GA)
GA
11/30/2016 - 06/12/2020
SUNTRUST INVESTMENT SERVICES, INC. (PEACHTREE CITY GA)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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