Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Louise Davis is an investment advisor representative with Allstate Financial Advisors, LLC in Delray Beach, FL. Kelly has been in the financial services industry since July 1998. Kelly holds Series 6, 7, 63, and 65 licenses. Kelly has experience with investment advisory services, selection of other advisors, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
FL
02/15/2013 - Present
Allstate Financial Advisors, LLC (Delray Beach FL)
IL
05/17/2012 - 10/23/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
10/06/2011 - 11/01/2011
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
05/09/2011 - 09/20/2011
CUSO FINANCIAL SERVICES, L.P. (PALM BEACH GARDENS FL)
FL
09/14/2009 - 05/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
FL
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (STUART FL)
FL
05/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
CT
05/05/2006 - 05/16/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
TN
09/15/2005 - 03/29/2006
METLIFE SECURITIES INC. (CHATTANOOGA TN)
TN
09/15/2005 - 03/29/2006
METROPOLITAN LIFE INSURANCE COMPANY (CHATTANOOGA TN)
GA
02/25/2005 - 08/22/2005
STUART SECURITIES CORP. (NORCROSS GA)
TX
03/22/2004 - 09/28/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
12/01/2003 - 02/26/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
02/27/1997 - 11/26/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
OH
07/01/1996 - 01/27/1997
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
10/18/1995 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 08/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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