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 Jelenchick is a financial advisor with over 30 years of experience in the financial services industry. Kelly is a registered representative of Raymond James & Associates, Inc. Kelly currently works in the Chattanooga, TN branch office. Previously, Kelly was registered with Raymond James Financial Services, Inc. in Fort Myers, FL, Wells Fargo Funds Distributor, LLC in Madison, WI and Strong Investments, Inc. in Menomonee Falls, WI. Kelly holds Series 6, 7, 24, 51, 63 and 65 licenses and has passed the SIE exam. Kelly provides financial planning, portfolio management, and pension consulting services to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/18/2024 - Present
Raymond James & Associates, Inc. (CHATTANOOGA TN)
FL
01/02/2019 - 07/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MYERS FL)
WI
04/11/2005 - 11/01/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MADISON WI)
WI
09/17/1991 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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