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 McCloy is a financial advisor with over 20 years of experience in the financial services industry. Kelly has a strong track record of providing personalized financial advice to individuals, families, and businesses. Kelly is currently registered with Concurrent Investment Advisors, LLC, an independent investment advisory firm headquartered in Tampa, Florida. Before joining Concurrent Investment Advisors, LLC, Kelly was a financial advisor at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Kelly is committed to providing her clients with the highest level of service and expertise. She is a Registered Representative (RR) and Investment Adviser Representative (IAR) and holds the Series 6, 7, 9, 10 and 66 securities licenses. Kelly also holds the Series 6, 7, 9, 10 and 66 securities licenses. Kelly is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Kelly is passionate about helping her clients achieve their financial goals. She believes that everyone deserves access to quality financial advice, and she is committed to providing that to her clients. Kelly is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Certified Financial Planner Board of Standards (CFP Board). Kelly resides in Bradenton, FL.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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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2
FL
05/17/2023 - Present
Concurrent Investment Advisors, LLC (Bradenton FL)
FL
11/01/2019 - 05/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bradenton FL)
FL
01/01/2008 - 11/06/2019
WELLS FARGO CLEARING SERVICES, LLC (LAKEWOOD RANCH FL)
OH
04/25/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MANSFIELD OH)
OH
09/14/2001 - 04/25/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
GA
08/11/2000 - 09/11/2001
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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