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Mark Edward Kelley

Truist Securities, Inc.

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About Mark Edward Kelley

Mark Edward Kelley has been in the financial services industry since 2002. He is currently registered with Truist Securities, Inc. and has been with the firm since 2011. Prior to that, Mark Kelley was with SunTrust Robinson Humphrey, Inc. and Banc of America Securities LLC. Mark Kelley is licensed to conduct business in all 50 states, the District of Columbia and Puerto Rico. He has a wide range of experience in the financial services industry and holds the Series 7, 79, 63, and 24 licenses. Mark Kelley is committed to providing his clients with the highest quality financial advice and service.

Firm Information

Mark Kelley is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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Mark Kelley’s Registration & Firm History

GA

08/04/2011 - Present

Truist Securities, Inc. (ATLANTA GA)

GA

04/20/2007 - 05/19/2009

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

NC

07/13/2000 - 03/15/2007

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

CA

07/31/1998 - 08/21/1998

BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 07/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Edward Kelley.
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