Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Thornburg is a registered representative with Innovation Partners LLC. Kelly has over 10 years of experience in the financial services industry. Kelly has experience with various types of investments. Kelly is registered to provide financial advice and sell securities in several states, including North Carolina, South Carolina, Maryland, and West Virginia. Kelly is a Series 6 and Series 63 licensed representative. Kelly is also a Series SIE licensed representative. Kelly is a specialist in retirement planning, as well as working with businesses and individual investors. Kelly has previously worked with NYLIFE Securities LLC and Principal Securities, Inc. and Park Avenue Securities LLC.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/06/2020 - Present
Innovation Partners LLC (Gastonia NC)
NC
04/16/2018 - 08/04/2020
PRINCIPAL SECURITIES, INC. (Gastonia NC)
NY
10/22/2014 - 05/16/2018
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NC
07/12/2010 - 10/15/2014
NYLIFE SECURITIES LLC (GASTONIA NC)
BC
Issued 08/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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