Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Alexandra Kelly is a financial advisor with Kestra Advisory Services, LLC. Morgan has been in the financial services industry since February 8, 2013, and is registered with the state of Texas. Morgan has a Series 66 license and holds a Certified Financial Planner designation. Morgan also works with Kestra Investment Services, LLC. Morgan has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Commonwealth Financial Network, and SII Investments, Inc. Morgan's firm provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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.
1
2
TX
10/02/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MD
04/04/2014 - 09/11/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)
MD
07/15/2013 - 02/18/2014
COMMONWEALTH FINANCIAL NETWORK (FREDERICK MD)
MD
12/11/2012 - 06/24/2013
SII INVESTMENTS, INC. (ANNAPOLIS MD)
BOTH
Issued 01/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Morgan Kelly is the right advisor for you? Invested Better is here to help.
