Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lee Belcher is a financial advisor at J.p. Morgan Securities LLC in Houston, Texas. Kelly has been in the financial services industry since 2006. Kelly is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, 63, 66, 24, and SIE license. Kelly's experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, SII Investments, Inc., Northwestern Mutual Investment Services, LLC, and NFP Securities, Inc. Kelly specializes in providing financial advice and portfolio management services for individuals, businesses, and institutions.
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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2
TX
08/02/2023 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
07/25/2008 - 09/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
11/08/2007 - 06/27/2008
SII INVESTMENTS, INC. (HOUSTON TX)
TX
10/11/2006 - 10/29/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
PA
01/23/2006 - 08/04/2006
NFP SECURITIES, INC. (KING OF PRUSSIA PA)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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