Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Davison is a financial advisor registered with Truist Advisory Services, Inc. located in Orlando, FL. Kelly has been working in the financial services industry since April 25, 2000. Kelly has a Series 7 and Series 66 license. Kelly is registered with the state of Florida. Kelly also has a Series 9 and 10 license, and holds a Series 63 license. Kelly specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Wrap Fee Product and Financial Profiling Services using Desktop Software, Selection of Other Advisers, and Publication of Periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/19/2016 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
10/20/1998 - 06/26/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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