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Financial Advisors in Kentucky
5,932 Results
Unclaimed

LPL Financial LLC

location

LOUISVILLE, KY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Zeller is a financial professional based in LOUISVILLE, KY, and has been in the industry since August 13, 2020. Kelly is currently registered with LPL Financial LLC. Previously, Kelly was affiliated with Ameriprise Financial Services, LLC. Kelly is licensed in Kentucky. Kelly specializes in financial services and provides advisory services to a wide range of clientele, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

LOUISVILLE, KY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Elizabeth Graybill is a registered representative with J.P. Morgan Securities LLC. Kelly has been in the securities industry since July 17, 2012. Kelly is registered to conduct business in 34 states and is also an investment advisor representative. Kelly has passed the Series 6, 7, 63, and 66 exams. Kelly has previously worked at Chase Investment Services Corp.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Brokerage Services LLC

location

COVINGTON, KY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Lynn Voorhees is a registered representative of Fidelity Brokerage Services LLC. Kelly is licensed to sell securities in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Kelly has held her Series 7 and Series 63 licenses since January 2016.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Josephine Ryan is a financial advisor registered with Fidelity Personal And Workplace Advisors. Kelly has been in the financial services industry since June 16, 2018. Kelly holds the Series 7, Series 66, and SIE licenses. Kelly works with individuals, corporations and charitable organizations, providing financial planning, educational seminars, and portfolio management services. Kelly has been registered in 53 states and is currently registered in California and Texas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fifth Third Securities, Inc.

location

RICHWOOD, KY

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kelly Malatesta is a registered representative with Fifth Third Securities, Inc. Kelly has been in the securities industry since April 2008. Kelly is registered in 15 states and has experience working with individual investors and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FORT MITCHELL, KY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Palmer is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly has been in the securities industry since December 15, 2014. Kelly has passed the Series 7, Series 66 and SIE exams. Kelly is registered in 45 states and the District of Columbia. Kelly is also registered as an investment advisor representative in Kentucky, Ohio, and Texas. Kelly has experience in various investment services including portfolio management for individuals and businesses.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Investment Distributors, Inc.

location

Covington, KY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Hutchinson Enderle is a financial professional with over 8 years of experience in the financial services industry. Kelly is currently registered with Investment Distributors, Inc. in Kentucky, Ohio and California. Previously, Kelly was employed with Concourse Financial Group Securities, Inc. in Kentucky. Kelly holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Alphamark Advisors, LLC

location

FT. WRIGHT, KY

0 Disclosures

ADVISOR BIO

Kelly Owens is an investment advisor representative associated with Alphamark Advisors, LLC in FT. WRIGHT, KY. Kelly Owens has been in the industry since August 2010. Kelly Owens has passed the Series 63, Series 7, and Series 65 exams. Kelly Owens specializes in providing financial planning, portfolio management for individuals, businesses and investment companies. Kelly Owens has previously been employed at Fidelity Brokerage Services LLC in COVINGTON, KY.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Fidelity Personal AND Workplace Advisors

location

COVINGTON, KY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Ann McMahon is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Kelly Ann McMahon is located in Covington, Kentucky. Kelly Ann McMahon has been in the securities industry since May 19, 2017. Kelly Ann McMahon has passed the Series 66, Series 7 and SIE exams. Kelly Ann McMahon is currently registered in Kentucky and Texas as an investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

LEXINGTON, KY

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Nicole Schachleiter is a financial advisor with Raymond James & Associates, Inc., located in Lexington, KY. Kelly holds the Series 63, SIE, and Series 52 licenses and is registered in Arkansas, Kentucky, New Jersey, Pennsylvania, Tennessee, Washington, and Wisconsin. Kelly has been in the financial services industry since October 2017.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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