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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 Lynn Lemasters is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly Lynn Lemasters has been in the securities industry for over 20 years. Kelly Lynn Lemasters is licensed in 35 states. Kelly Lynn Lemasters has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Prior to that, Kelly Lynn Lemasters was registered with BANC OF AMERICA INVESTMENT SERVICES, INC.. Kelly Lynn Lemasters provides portfolio management for businesses and individuals. Kelly Lynn Lemasters also provides performance measurement reports, allocation modeling, IPS, research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
02/15/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOWSON MD)
MD
03/20/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
IA
Issued 09/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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