Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kelly is a financial advisor registered with Truist Advisory Services, Inc. in Gainesville, Georgia. Stephen has been in the financial services industry since 1997. Stephen specializes in portfolio management for individuals and businesses, financial planning, and investment advisory services. Stephen holds licenses in numerous states and has a wealth of experience in the financial services industry.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
08/30/2016 - Present
Truist Advisory Services, Inc. (GAINESVILLE GA)
AL
05/13/2008 - 06/27/2008
RELIANCE SECURITIES, LLC (HELENA AL)
FL
07/22/2004 - 01/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
03/27/2002 - 07/09/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
01/26/2000 - 07/06/2001
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
OH
05/03/1999 - 10/13/2000
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
MA
05/17/1998 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
06/26/1997 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
05/05/1993 - 05/21/1997
FIRST UNION BROKERAGE SERVICES, INC.
NC
02/19/1993 - 05/21/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
01/04/1993 - 02/23/1993
ASSET SECURITIES CORPORATION
FL
12/04/1992 - 01/07/1993
PCM SECURITIES LIMITED, L.P. (GREEN ACRES FL)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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