Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Addison McCarty is a financial advisor at Raymond James Financial Services Advisors, Inc. Kelsey is registered with FINRA and the state of Mississippi. Kelsey has been in the financial industry for several years and holds the Series 7, 66, and 10 licenses. Kelsey is committed to providing personalized financial advice to help clients achieve their financial goals.
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
MS
02/03/2023 - Present
Raymond James Financial Services Advisors, Inc. (Hattiesburg MS)
BOTH
Issued 02/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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