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 Dennis is a registered representative with LPL Financial LLC. Kelly has been in the industry since March 1999. Kelly previously worked with EDWARD JONES in Kansas City, Missouri. Kelly holds the Series 63, Series 7 and SIE exams. Kelly is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Missouri, Nebraska, New Mexico, New York, North Carolina, Ohio, Oregon, South Carolina, Texas. Kelly's firm, LPL Financial LLC, provides investment advisory services, financial planning services, educational seminars, portfolio management for 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
11/12/2021 - Present
LPL Financial LLC (KANSAS CITY MO)
MO
03/02/1999 - 10/19/2021
EDWARD JONES (KANSAS CITY MO)
BC
Issued 03/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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