Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Knight is a financial advisor who has been in the industry since 2006. Kelly currently works at Citigroup Global Markets Inc. Kelly has been working with Citigroup Global Markets Inc. since June 2022. Prior to joining Citigroup Global Markets Inc. Kelly worked at First Command Financial Services, Inc., Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Kelly holds a Series 7, Series 9, Series 10, Series 24, Series 66, Series 99TO, and SIE license. Kelly is registered to provide investment advice in all states. Kelly specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Asset Allocation Advice, Financial Planning, Pension Consulting, and Publication of Periodicals.
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.
Asset allocation advice
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.
1
2
TX
06/14/2022 - Present
Citigroup Global Markets Inc. (Irving TX)
TX
09/27/2018 - 06/10/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
01/03/2011 - 09/25/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT WORTH TX)
TX
08/18/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FORT WORTH TX)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities 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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