Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Redfern Spelsberg is a financial advisor registered with Truist Advisory Services, Inc. Kelly has been in the securities industry since March 20, 2015. Kelly has a broad range of experience serving individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Kelly Redfern Spelsberg holds the following securities registrations: Series 7, Series 10, Series 9, Series 24, Series 66, and the SIE exam.
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
03/20/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 10/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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