Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly McDermott is a financial advisor with Ameriprise Financial Services, LLC. Kelly has been in the financial services industry since January 6, 2008. Kelly is registered with the state of Texas. Kelly has also held previous positions at Securities America, Inc., LPL Financial LLC, WFG Investments, Inc. and Edward Jones. Kelly's professional designations include Series 66, Series 7 and SIE. Kelly provides asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers and portfolio management for businesses and individuals.
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 services
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.
1
2
TX
11/16/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
07/15/2014 - 11/29/2023
SECURITIES AMERICA, INC. (DALLAS TX)
TX
06/27/2013 - 07/21/2014
LPL FINANCIAL LLC (DALLAS TX)
TX
05/31/2011 - 06/27/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
01/07/2008 - 06/03/2011
EDWARD JONES (DALLAS TX)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly McDermott is the right advisor for you? Invested Better is here to help.
