Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Mcbride Atkins is an active Registered Representative in Pennsylvania and has been in the financial services industry since July 25, 2006. Kelly is currently registered with Principal Securities, Inc. Kelly holds the Series 63 and Series 66 registrations in addition to the SIE and Series 7 exams. Kelly's previous registration is with ING BARING FURMAN SELZ LLC and PaineWebber Incorporated. Kelly is licensed in 14 states, Arizona, Colorado, Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Vermont, and Virginia. In addition to the roles at Principal Securities, Inc., Kelly is a partner at Kodiak Wealth Management LLC, a tax preparation business, and a part-owner at Kodiak Tax Solutions. Kelly has specialized in financial planning and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
09/01/2017 - Present
Principal Securities, Inc. (Wayne PA)
NY
05/20/1991 - 11/13/1998
ING BARING FURMAN SELZ LLC (NEW YORK NY)
NJ
10/20/1987 - 04/19/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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