Unclaimed
Kelly Volz Campbell is a financial advisor with over 20 years of experience in the industry. Kelly is registered with Capital Client Group, Inc. and holds the Series 7, Series 24, and Series 63 licenses. Kelly also holds the SIE exam. Kelly is a Chartered Financial Analyst. Kelly has previously worked with Blackrock Investments, LLC. Kelly has experience working with a variety of clients including individuals, corporations, and institutions. Kelly provides investment advisory services and recommends affiliated investment 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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
08/18/2022 - Present
Capital Client Group, Inc. (Los Angeles CA)
NY
11/08/2013 - 10/27/2015
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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