Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Keith is a registered representative with J.P. Morgan Securities LLC. Kelly has been in the financial services industry since 1991. Kelly has a Series 6, 7, 63, 66, 8, 9, and 10 licenses, and is registered in multiple states. Kelly's previous experience includes positions at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Pruco Securities Corporation. Kelly specializes in 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
02/02/2022 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
08/02/2018 - 11/30/2021
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
02/05/1992 - 01/26/2015
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
NJ
07/02/1991 - 02/12/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/02/1991 - 02/12/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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