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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Stolte Miller is a financial advisor with Kovack Advisors, Inc. Kelly has been in the financial industry since 1985. Kelly has a broad range of experience in the financial industry and is registered with the state of Florida as an investment advisor representative. Kelly is also registered in Georgia as an investment advisor representative and is registered in Texas as an investment advisor representative. Kelly has experience providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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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FL
01/05/2015 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
GA
03/02/2001 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
09/26/1997 - 03/13/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
CO
09/03/1992 - 05/06/1998
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NY
06/30/1992 - 10/17/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MI
01/13/1992 - 07/07/1992
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
GA
05/20/1991 - 12/26/1991
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
FL
09/25/1990 - 05/23/1991
INVESTACORP, INC. (MIAMI FL)
FL
01/15/1990 - 08/10/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NC
10/14/1988 - 01/16/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
03/19/1985 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 01/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/20/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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