Years of Experience
5-20+ Years
Canonsburg, PA
10 Years Experience
0 Disclosures
ADVISOR BIO
Kelly K Sullivan is a financial advisor with RBC Capital Markets, LLC. Kelly has been in the financial services industry since August 2014. Kelly is registered to provide investment advice in 32 states. Kelly is a Registered Representative of RBC Capital Markets, LLC, a member of FINRA/SIPC. Kelly specializes in providing financial advice to individuals, businesses, and institutions.
SPECIALIZATIONS
Leawood, KS
21 Years Experience
0 Disclosures
ADVISOR BIO
Kelly G Hammond is a financial advisor with T. Rowe Price Associates, Inc. in Leawood, Kansas. Kelly has been in the industry since October 26, 2003, and has worked with a number of firms including Northern Trust Securities, Inc. and Waddell & Reed. Kelly specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kelly has a strong understanding of the financial markets and is committed to providing clients with the best possible investment advice.
SPECIALIZATIONS
DENVER, CO
0 Disclosures
ADVISOR BIO
Kelly Stecklein is a financial advisor with The Institute, a firm that offers a range of financial services. Kelly specializes in providing investment and insurance advice to individuals, businesses, and charitable organizations. She is a registered investment advisor in Colorado and has been working in the industry for over 20 years. Kelly is committed to helping her clients achieve their financial goals through personalized investment strategies and financial planning.
SPECIALIZATIONS
Tysons, VA
3 Years Experience
0 Disclosures
ADVISOR BIO
Kelly Soudachanh is a financial professional with Robert W. Baird & Co. Inc. Kelly holds a Series 63, Series 79TO, and SIE license and is registered in the District of Columbia and Virginia. Kelly has experience in the financial industry, having previously worked at HARRIS WILLIAMS in Richmond, Virginia.
SPECIALIZATIONS
MINNEAPOLIS, MN
23 Years Experience
0 Disclosures
ADVISOR BIO
Kelly Johnson is a registered representative with RBC Capital Markets, LLC. Kelly has been in the industry since 2001 and holds the Series 7, Series 63 and SIE licenses. Kelly also has experience with MJK Clearing, INC.. Kelly's specializations include Public Finance, Corporate Finance, Equities, Fixed Income, and Mutual Funds.
SPECIALIZATIONS
Chicago, IL
3 Years Experience
0 Disclosures
ADVISOR BIO
Kelly O'Malley is a financial professional with over 10 years of experience in the industry. Kelly is currently registered with Northern Trust Securities, Inc. and is licensed in 12 states. Kelly has a strong track record of providing financial advice to individuals and businesses. Prior to joining Northern Trust Securities, Kelly worked as a financial advisor at UBS Global Asset Management (US) Inc. Kelly holds several industry certifications, including Series 7, Series 63, and SIE. Kelly is committed to providing her clients with personalized financial advice that meets their specific needs.
SPECIALIZATIONS
SANTA MONICA, CA
0 Disclosures
ADVISOR BIO
Kelly Jayne Acheson is an investment advisor representative with Abacus Wealth Partners, a firm that provides financial planning and portfolio management services. Kelly specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kelly has been with Abacus Wealth Partners since November 2005 and is registered with the state of California.
SPECIALIZATIONS
North Shore, WI
6 Years Experience
0 Disclosures
ADVISOR BIO
Kelly Jean Garrow is a financial advisor currently registered with Robert W. Baird & Co. Inc. Kelly has been working in the financial services industry since October 2018. Kelly is a Series 66 and Series 7 licensed advisor and also holds the SIE designation. Kelly is registered in multiple states across the US and specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, as well as pension consulting. Previously Kelly was registered with Thrivent Investment Management Inc.
SPECIALIZATIONS
Charlotte, NC
19 Years Experience
0 Disclosures
ADVISOR BIO
Kelly Corey Zack is a financial advisor registered in North Carolina and Texas. Kelly has been in the industry since August 4, 2006. Currently, Kelly is associated with Vanguard Advisers, Inc. as an Investment Adviser Representative. Kelly is also registered with FINRA. Kelly has passed Series 6, Series 7, Series 63 and SIE exams. Kelly is also a Certified Financial Planner.
SPECIALIZATIONS
Boston, MA
0 Disclosures
ADVISOR BIO
Kelly Maregni is a financial advisor who has been in the industry since 2007. Kelly is currently registered with Pathstone and has been with them since 2016. Kelly is also a Certified Financial Planner. Kelly's experience includes working with Federal Street Advisors, Old North Advisors, and Pathstone Federal Street.
SPECIALIZATIONS