Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Thomas Morford is a financial advisor with LPL Financial LLC, based in Libby, Montana. Kelly has been in the financial industry since December 2022 and has a wide range of experience and expertise. They specialize in providing financial advice and guidance to individuals, businesses, and non-profit organizations. Kelly is committed to helping clients achieve their financial goals. They offers a variety of services including financial planning, portfolio management, and investment advice. Kelly is a registered representative of LPL Financial LLC and holds the Series 66, Series 7TO and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
MT
01/06/2023 - Present
LPL Financial LLC (LIBBY MT)
BOTH
Issued 12/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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