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Kelly Lynn Burns

National Financial Services LLC

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About Kelly Lynn Burns

Kelly Lynn Burns is a financial professional with over 8 years of experience in the industry. She is currently registered with National Financial Services LLC and has a Series 7 and Series 63 license. Kelly has been active in the industry since 2014, previously working with National Financial Services LLC. She is licensed in Rhode Island, Texas, and Washington.

Firm Information

Kelly Burns is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kelly Burns’s Registration & Firm History

RI

03/17/2017 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

07/10/2014 - 04/01/2015

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 11/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kelly Lynn Burns.
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