Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Malatesta is a financial advisor registered with Fifth Third Securities, Inc. with 15 years of experience in the financial industry. Kelly Malatesta works with individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Kelly Malatesta has been registered with Fifth Third Securities, Inc. since December 2015. Prior to that, Kelly Malatesta was registered with EDWARD JONES. Kelly Malatesta is registered to provide investment advice in 16 states.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
KY
12/21/2015 - Present
Fifth Third Securities, Inc. (RICHWOOD KY)
KY
04/25/2008 - 12/22/2015
EDWARD JONES (FLORENCE KY)
BOTH
Issued 7/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Malatesta is the right advisor for you? Invested Better is here to help.
