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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 Uber is a financial advisor with Fidelity Personal And Workplace Advisors. Kelly has been in the industry since 2015 and has worked for several firms, including Key Investment Services, LLC, Citizens Securities, Inc., and Charles Schwab & Co., Inc. Kelly specializes in retirement planning, college savings, and investment management. Kelly is a registered representative and investment advisor representative in several states, including Ohio, Texas, Florida, and Massachusetts.
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.
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.
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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2
OH
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (FAIRLAWN OH)
OH
03/20/2018 - 06/03/2020
KEY INVESTMENT SERVICES LLC (Brooklyn OH)
OH
03/20/2017 - 02/26/2018
CITIZENS SECURITIES, INC. (BROADVIEW HEIGHTS OH)
OH
06/29/2015 - 11/10/2015
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
OH
07/23/2014 - 06/18/2015
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
OH
01/16/2013 - 06/14/2013
THE HUNTINGTON INVESTMENT COMPANY (WADSWORTH OH)
BOTH
Issued 09/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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