Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Davis is a financial professional with experience in the financial services industry. Kelly is currently registered with MML Investors Services, LLC and has been in the industry since 2014. Kelly has experience working with a variety of clients, including individuals, businesses, and retirement plans. Kelly is dedicated to helping clients reach their financial goals. Kelly holds Series 7, Series 66, and Series 24 licenses, and has passed the SIE Exam.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/18/2022 - Present
MML Investors Services, LLC (Niagara Falls NY)
CA
08/22/2017 - 02/28/2022
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CA
09/23/2015 - 08/08/2017
FARMERS FINANCIAL SOLUTIONS, LLC (AGOURA HILLS CA)
CA
09/08/2014 - 09/18/2015
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
BOTH
Issued 03/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Davis is the right advisor for you? Invested Better is here to help.
