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 Edwards is an investment advisor representative for Kestra Advisory Services, LLC. Kelly has been in the financial services industry since 1999. Kelly has passed several securities examinations and has held registrations in multiple states. Kelly is registered to provide investment advisory services in Texas. Kestra Advisory Services, LLC is a firm based in Austin, Texas.
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.
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TX
04/18/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
06/25/1999 - 03/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2002
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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