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Rachel Beth Kelly

Raymond James Financial Services, Inc.

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About Rachel Beth Kelly

Rachel Beth Kelly is a financial advisor with Raymond James Financial Services, Inc., located in Dickerson, Maryland. Rachel Kelly holds the Series 7TO and SIE licenses and is registered with FINRA. She has been in the industry since February 2021 and has experience in the general securities field.

Firm Information

Rachel Kelly is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

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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Rachel Kelly’s Registration & Firm History

MD

02/26/2021 - Present

Raymond James Financial Services, Inc. (Dickerson MD)

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Licenses & Designations

BC

Issued 02/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Beth Kelly.
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