Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Tayloe is an advisor who has been in the industry for 27 years. Kelly has a diverse background, having worked at both Charles Schwab & CO., Inc. and Franklin Financial Services Corporation. Kelly is currently registered with Charles Schwab & CO., Inc. and holds a Series 6, 7, 9, 10, 24, 63, and 66 license. Kelly has a strong focus on providing investment advice to individuals and has worked with insurance companies, investment companies, charitable organizations, high-net-worth individuals, and other investment advisors.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/17/2011 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
01/25/1996 - 12/09/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 10/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2015
Series 4 - Registered Options Principal Examination
BC
Issued 07/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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