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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynanne Anderson is a financial advisor with Morgan Stanley. Kelly has been in the financial services industry since 1994, starting her career at Merrill Lynch. Kelly has worked at a number of other firms including Wells Fargo Clearing Services and E*TRADE SECURITIES LLC. Kelly is registered with the Financial Industry Regulatory Authority (FINRA) and holds several securities licenses including Series 7, 8, 9, 10, 31, 63, and 66. Kelly specializes in a range of financial services, including asset allocation, financial planning, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/20/2018 - Present
Morgan Stanley (Tampa FL)
FL
06/23/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
NC
02/05/2008 - 04/12/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
MI
01/01/1994 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 06/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1993
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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