Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Willis Angle is a financial advisor with over 20 years of experience in the financial services industry. Kelly is currently registered with Raymond James Financial Services, Inc. and has been in the industry since 1998. Kelly is a Series 7 and Series 63 licensed professional, and is also licensed to sell securities in Virginia.
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
VA
12/14/2007 - Present
Raymond James Financial Services, Inc. (Leesburg VA)
CT
02/09/2006 - 06/29/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
VA
09/15/2005 - 02/01/2006
CITIGROUP GLOBAL MARKETS INC. (ROANOKE VA)
CO
03/31/2004 - 02/01/2005
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
03/17/2003 - 04/05/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
05/26/2000 - 03/03/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
10/09/1997 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
08/01/1995 - 06/03/1997
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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