Unclaimed
Kelly Kidd Card is a financial advisor with Voya Financial Advisors, Inc. Kelly has been in the industry since 1983, providing financial advice for over 30 years. Kelly holds a Series 2, Series 63, and SIE license. Kelly has been registered with Voya Financial Advisors, Inc. since 2014. Kelly has previously worked with ING FINANCIAL ADVISERS, LLC, AETNA FINANCIAL SERVICES, INC., SYSTEMATIZED BENEFITS ADMINISTRATORS, INC., and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Kelly is registered in 12 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (SAN ANTONIO TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SAN ANTONIO TX)
CT
10/12/1995 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
05/04/1990 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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