Unclaimed
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.
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.
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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2
RI
03/17/2017 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
07/10/2014 - 04/01/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
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
Active
Inactive
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
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