Unclaimed
Kelly Hale is a financial professional with over 13 years of experience in the industry. Kelly is registered with M. S. Howells & Co. and holds the Series 6, Series 63, and SIE licenses. Kelly previously worked at Cambridge Investment Research, Inc. in Atlanta, GA.
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.
1
2
GA
01/03/2023 - Present
M. S. Howells & Co. (ATLANTA GA)
GA
02/12/2010 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
BC
Issued 05/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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