Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Kelly is a financial advisor with Ameriprise Financial Services, LLC. Melissa has over 20 years of experience in the financial services industry, working previously with Morgan Keegan & Company, Inc. and UBS Paine Webber Inc. Melissa is registered to provide investment advice in several states including Kentucky, Texas, and California. She is also a registered representative for the firm. Melissa holds Series 63, 65, and 7 licenses.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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KY
08/03/2016 - Present
Ameriprise Financial Services, LLC (EDGEWOOD KY)
OH
08/19/2011 - 08/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (BLUE ASH OH)
KY
04/10/2003 - 08/22/2011
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NJ
08/21/1998 - 04/29/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MN
06/02/1998 - 08/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/02/1998 - 08/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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