Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Russell is a financial advisor with Valmark Securities, Inc. Kelly has been in the financial industry since October 7, 1999. Kelly holds the Series 7, Series 24, Series 52, Series 53 and Series 63 licenses, as well as the SIE exam designation. Kelly is registered with FINRA and the state of Ohio. Kelly has previously worked for Royal Alliance Associates, Inc. in Mayfield Heights, Ohio.
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.
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.
1
2
OH
12/19/2022 - Present
Valmark Securities, Inc. (AKRON OH)
OH
10/08/1999 - 11/02/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MAYFIELD HTS OH)
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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