Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Nguyen is a registered representative with J.P. Morgan Securities LLC, a well-established firm with a strong track record in providing investment advice and services to a wide range of clients. Kelly has a focus on building long-term relationships with clients and providing them with personalized investment strategies. Kelly has passed the Series 63, Series 6TO and the SIE exams and is licensed in the state of Texas. Kelly's background demonstrates a commitment to providing clients with the guidance and support they need to achieve their financial goals.
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
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TX
05/05/2023 - Present
J.p. Morgan Securities LLC (GRAND PRAIRIE TX)
TX
07/01/2022 - 08/27/2022
J.P. MORGAN SECURITIES LLC (GRAND PRAIRIE TX)
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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