Unclaimed
Kendra Leigh Kelly is a financial advisor with over 20 years of experience in the industry. Kendra Kelly is currently registered with Anico Financial Services, Inc. in Galveston, Texas. Kendra Kelly has held previous positions with Securities Management & Research, Inc., Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., and CSFBDIRECT, INC.. Kendra Kelly is licensed in Alabama.
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.
1
2
TX
09/06/2012 - Present
Anico Financial Services, Inc. (GALVESTON TX)
IA
04/22/2008 - 09/04/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
TN
04/24/2007 - 03/20/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
05/16/2001 - 04/24/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
10/09/2000 - 04/25/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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