Unclaimed
Kelly Rhoades is a financial professional with over 20 years of experience in the industry. Kelly currently holds a Series 7, 24, and 63 license and is registered to conduct business in several states. Kelly is a registered representative with Raymond James Financial Services, Inc. and has been with the firm since September 2010. Prior to joining Raymond James, Kelly worked with LPL Financial Corporation and Irwin Union Securities.
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.
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.
1
2
IN
09/22/2010 - Present
Raymond James Financial Services, Inc. (COLUMBUS IN)
IN
07/23/2002 - 09/22/2010
LPL FINANCIAL CORPORATION (COLUMBUS IN)
IN
02/23/2000 - 07/29/2002
IRWIN UNION SECURITIES (COLUMBUS IN)
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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