Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Luckhaus is a financial advisor at Edward Jones. Kelly has been in the financial services industry since 2003. Kelly has a Series 66 and Series 7 license. Kelly is also a Certified Financial Planner. Kelly is registered to provide financial services in Arizona, California, Connecticut, Florida, Georgia, Idaho, Indiana, Louisiana, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia. Prior to working at Edward Jones, Kelly worked at LPL Financial LLC and First Southeast Investor Services, Inc.
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
NC
08/30/2017 - Present
Edward Jones (WILMINGTON NC)
NC
05/13/2014 - 08/30/2017
LPL FINANCIAL LLC (WILMINGTON NC)
NC
01/05/2010 - 05/22/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (WILMINGTON NC)
NC
03/04/2011 - 03/14/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WILMINGTON NC)
NC
03/11/2009 - 01/06/2010
AXA ADVISORS, LLC (WILMINGTON NC)
CA
05/12/2003 - 01/05/2009
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 05/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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