Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Hildebrand is a financial advisor based in Oklahoma City, OK. Kelly has been in the financial services industry since August 28, 2003. Currently, Kelly is registered with American Fidelity Securities, Inc. and has been with the firm since November 3, 2014. Kelly has held previous positions with Newbridge Securities Corporation, Capital Brokerage Corporation, Assetmark Capital Corporation, and BISYS Brokerage Services, Inc. Kelly holds the Series 7, Series 63, and SIE licenses.
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.
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2
OK
11/03/2014 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
FL
11/13/2013 - 05/06/2014
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
CA
04/01/2008 - 12/07/2011
CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)
CA
06/01/2001 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
MN
03/20/2000 - 05/25/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BC
Issued 05/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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