Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Renee Delk is a registered representative with Raymond James & Associates, Inc. Kelly has been in the financial services industry since August 2001. Kelly has several registrations, including Series 7, 9, 10, 31, and 66. Kelly is located in Greenwood, Indiana and has been with Raymond James since 2008. Prior to joining Raymond James, Kelly worked for Wachovia Securities and A.G. Edwards. Kelly is also registered with the state of Indiana for Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/02/2008 - Present
Raymond James & Associates, Inc. (Greenwood IN)
IN
01/01/2008 - 09/23/2008
WACHOVIA SECURITIES, LLC (INDIANAPOLIS IN)
IN
08/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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