Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Straub is a financial advisor with Merit Financial Advisors, an independent advisory firm based in Alpharetta, Georgia. Kelly has been in the financial industry for over 37 years and has a broad range of experience working with individuals, families, and businesses. Kelly specializes in providing financial planning and investment management services. Kelly holds the Series 7, Series 63, Series 65, and Series 24 licenses and is a Certified Financial Planner.
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.
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.
Consulting fees
1
2
GA
01/15/2019 - Present
Merit Financial Advisors (ALPHARETTA GA)
NC
12/06/2010 - 08/16/2024
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
12/13/2002 - 12/10/2010
SECURITIES AMERICA, INC. (CHARLOTTE NC)
IN
06/29/1998 - 12/17/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/25/1998 - 12/17/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
06/24/1997 - 06/01/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
10/11/1989 - 06/13/1997
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
10/11/1989 - 06/13/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IN
09/16/1985 - 06/13/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/16/1985 - 06/13/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
01/22/1988 - 10/18/1989
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
06/18/1985 - 01/22/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
05/04/1987 - 01/11/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
09/16/1985 - 07/18/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 01/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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