Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lea Whitlock is a financial advisor with Truist Advisory Services, Inc. Kelly has been in the financial services industry since 2000. Kelly has worked for several firms including BB&T Securities, LLC, BB&T Investment Services, Inc., The Huntington Investment Company, and Fortune Financial Services, Inc. Kelly is registered with the state of West Virginia as an investment advisor representative. Kelly is also registered with FINRA. Kelly holds the Series 6, 7, 63 and 65 licenses and the SIE.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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WV
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
04/05/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)
WV
07/16/2013 - 03/24/2016
THE HUNTINGTON INVESTMENT COMPANY (CHARLESTON WV)
WV
03/23/2006 - 06/18/2013
BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)
PA
10/28/2004 - 11/15/2005
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
NE
07/21/2004 - 10/15/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
07/31/2003 - 06/30/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/31/2001 - 07/15/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
03/28/2000 - 01/05/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/28/2000 - 01/05/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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