Invested Better
Unclaimed

Unclaimed

Unclaimed

Kendra Leigh Kelly

Anico Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kendra? Claim Your Profile

About Kendra Leigh Kelly

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.

Firm Information

Kendra Kelly is currently registered with Anico Financial Services, Inc.. Anico Financial Services, Inc. is a Corporation formed on December 21, 2010. The firm is registered in 18 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kendra Kelly’s Registration & Firm History

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)

Not sure if Kendra Leigh Kelly is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kendra Leigh Kelly.
Not sure if Kendra Leigh Kelly is right for you?