Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lopez Atkinson is a financial advisor with Edward Jones in MUSTANG, OK. Kelly has been working in the financial services industry since 2009. Kelly holds the Series 6, 7, 63, 65, and 66 licenses. Kelly has worked for several financial institutions, including ARVEST ASSET MANAGEMENT, MML INVESTORS SERVICES, LLC, VALIC FINANCIAL ADVISORS, INC., PRIMEVEST FINANCIAL SERVICES, INC., WADDELL & REED, INC., EDWARD JONES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC ONE SECURITIES CORPORATION. Kelly is registered to provide investment advice in Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Illinois, Iowa, Kansas, New Mexico, North Carolina, Oklahoma, South Dakota, Texas, and Washington.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
01/06/2023 - Present
Edward Jones (MUSTANG OK)
OK
06/05/2013 - 05/20/2015
ARVEST ASSET MANAGEMENT (OKLAHOMA CITY OK)
OK
07/06/2011 - 06/25/2012
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
AR
10/14/2008 - 07/08/2009
VALIC FINANCIAL ADVISORS, INC. (LITTLE ROCK AR)
OK
02/27/2007 - 10/15/2008
PRIMEVEST FINANCIAL SERVICES, INC. (MOORE OK)
OK
02/01/2006 - 04/06/2006
WADDELL & REED, INC. (EDMOND OK)
OK
09/19/2005 - 01/10/2006
EDWARD JONES (NORMAN OK)
NY
05/12/2004 - 09/20/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
03/24/1998 - 04/27/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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