Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Frohsin is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Virginia Beach, VA. Kelly has been in the industry since 2000 and is registered with the state of Virginia to provide investment advice. Kelly is also a Certified Financial Planner. Kelly has experience with a variety of firms including Truist Investment Services, Inc., Franklin/Templeton Distributors, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS Financial Services Inc., and J.C. Bradford & Co. Kelly holds the Series 31, Series 7, and Series 65 licenses. Kelly provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/23/2024 - Present
Raymond James Financial Services Advisors, Inc. (Virginia Beach VA)
GA
08/07/2012 - 06/29/2021
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
FL
10/10/2011 - 07/30/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
06/01/2009 - 10/14/2009
MORGAN STANLEY SMITH BARNEY (DESTIN FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DESTIN FL)
FL
02/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (DESTIN FL)
NJ
08/14/2000 - 03/13/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/09/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 01/10/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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