Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ullom is a financial advisor with over 30 years of experience in the financial services industry. Kelly is registered with Osaic Wealth, Inc. and has a wide range of experience in financial planning, portfolio management, and pension consulting. Kelly has worked with a diverse range of clients, including high-net-worth individuals, businesses, corporations, and charitable organizations. Kelly holds a Series 6, 7, 24, 52, 53, 63, 65, 99, and SIE licenses and is registered in multiple states across the country. Kelly has also held previous positions at Robert Thomas Securities, Inc., VSR Financial Services, Inc., Ameritas Investment Corp., and Blinder, Robinson & Co., Inc.
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.
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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2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
MO
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (Kansas City MO)
FL
01/03/1994 - 06/21/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
KS
07/12/1990 - 01/07/1994
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NE
05/24/1989 - 03/06/1990
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NA
11/28/1986 - 02/04/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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