Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Patterson Cook is a financial advisor registered with Truist Advisory Services, Inc. Kelly has been a registered investment advisor for over 26 years. Kelly's experience in the financial services industry began in 1996. Kelly's firm, Truist Advisory Services, Inc. is headquartered in Atlanta, Georgia and has over 2000 investment advisor representatives. Kelly is licensed in Virginia and has a Series 6, 7, 63 and 65 securities license. Kelly has experience with a variety of investment strategies including portfolio management for businesses, individuals, financial planning, and publication of periodicals. Kelly also provides financial profiling services using desktop software.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
08/30/2022 - Present
Truist Advisory Services, Inc. (ROANOKE VA)
VA
10/01/2000 - 08/25/2022
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
NC
03/26/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
05/30/1996 - 02/04/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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