Unclaimed
Kelly O'brien Flynn is a financial advisor with Northwestern Mutual Investment Services, LLC. Kelly has over 5 years of experience in the financial industry. Kelly is registered in North Carolina and South Carolina. Kelly holds the Series 66, Series 7 and SIE licenses. Prior to joining Northwestern Mutual Investment Services, LLC, Kelly was employed by UBS FINANCIAL SERVICES INC. Kelly's office is located at 501 E MCBEE AVE in Greenville, South Carolina.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
SC
03/31/2016 - Present
Northwestern Mutual Investment Services, LLC (GREENVILLE SC)
NY
03/31/2014 - 02/22/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 03/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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