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 Jones is an investment advisor representative with Thrivent Investment Management Inc. Kelly has been in the industry since April 2008 and is currently licensed in multiple states including North Carolina, District of Columbia and Texas. Kelly specializes in providing financial planning and portfolio management services to individuals and corporations. Kelly is also a member of the Catawba Medical Foundation Board of Directors.
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.
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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NC
10/09/2019 - Present
Thrivent Investment Management Inc. (HICKORY NC)
BOTH
Issued 05/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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