Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lauren Halsor is a registered representative with Citigroup Global Markets Inc., with over 14 years of experience in the financial services industry. Kelly has a broad range of experience working with clients, including individuals, corporations, and charitable organizations. Kelly is registered to provide investment advice in all 50 states and holds Series 7, Series 55, Series 16, Series 57TO, Series 87, and SIE licenses. Kelly has previously worked with Scott & Stringfellow, LLC, Kellogg Capital Markets, LLC, BB&T Securities, LLC, and The Buckingham Research Group Incorporated. Kelly's expertise includes portfolio management, asset allocation advice, and financial planning.
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.
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2
NY
08/14/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/12/2014 - 08/13/2018
THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)
NY
01/02/2013 - 03/21/2014
BB&T SECURITIES, LLC (NEW YORK NY)
NY
06/15/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (NEW YORK NY)
NY
01/13/2009 - 04/27/2010
KELLOGG CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 08/31/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/18/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/12/2009
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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