Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Travis Dossman is a financial advisor with over 18 years of experience in the financial services industry. Kelly has a broad background in the financial services industry and holds multiple licenses and certifications, including Series 7, 24, 26, 63, and 66 licenses. Kelly is currently registered with Nylife Securities LLC and has previously worked with various firms such as FARMERS FINANCIAL SOLUTIONS, LLC, CAPITAL ONE INVESTING, LLC, LINCOLN INVESTMENT, and METLIFE SECURITIES, 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.
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.
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2
TX
06/16/2022 - Present
Nylife Securities LLC (DALLAS TX)
TX
04/28/2020 - 05/04/2021
FARMERS FINANCIAL SOLUTIONS, LLC (DALLAS TX)
TX
05/10/2017 - 02/12/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
07/06/2016 - 10/31/2016
LINCOLN INVESTMENT (IRVING TX)
TX
07/27/2015 - 07/01/2016
METLIFE SECURITIES, INC (DALLAS TX)
TX
08/04/2014 - 08/06/2015
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
04/30/2012 - 06/16/2014
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
09/09/2010 - 03/19/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
09/12/2003 - 01/15/2010
NFP SECURITIES, INC. (AUSTIN TX)
FL
01/04/2002 - 10/04/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
03/26/2001 - 12/31/2001
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
MO
10/07/1999 - 04/28/2000
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
TX
05/27/1999 - 10/06/1999
LLOYD WADE SECURITIES INC. (DALLAS TX)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2017
Series 4 - Registered Options Principal Examination
BC
Issued 01/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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