Unclaimed
Troy B Kelly is a financial professional registered with PFS Investments Inc. Troy is currently registered in Missouri and Texas and is able to provide investment advice and services in these states. Troy has been in the industry since 2013 and has earned the Series 6, SIE, and Series 63 licenses. Troy is affiliated with the Grand Prairie, TX office of PFS Investments Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/11/2022 - Present
PFS Investments Inc. (GRAND PRAIRIE TX)
TX
08/09/2013 - 12/31/2021
PFS INVESTMENTS INC. (GRAND PRAIRIE TX)
TX
12/18/2012 - 07/25/2013
PFS INVESTMENTS INC. (IRVING TX)
BC
Issued 10/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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