My Premium Services
I am a Profesional Investment Adviser with over 25 Years Of Experience
Licensed Financial Professional
I have been in the financial services industry for about 25 years and I have obtained fifty-four(54) State Licenses with distinctions in six(6) Brokerage Examinations. I provide my clients with specialist advice on how to manage their money.
This involves researching the marketplace and recommending the most appropriate stocks and assets available, ensuring that my clients are aware of assets/securities that best meet their financial needs.
99
Customer Satisfaction
1.6
Global Portfolios
Professional Work History
I have worked with three of the best brokerage/investment firms in the United States.
TRUIST INVESTMENT SERVICES, INC. (CRD# 17499)
Stock Broker
TRUIST ADVISORY SERVICES, INC. (CRD# 283390)
Investment Advisor
SUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)
Investment Advisor
CHARLES SCHWAB & CO., INC. (CRD# 5393)
Stock Broker
Premium Financial Consultant
I can help increase your portfolio's profit accumulation potential.
25
Years of Experience
1600
Successful Portfolios
900
Happy Clients
54
State Licences
I can help increase your portfolio's profit accumulation potential.
Brokerage Examinations
Series 63 - Uniform Securities Agent State Law Examination
Jun 07, 2000
Series 66 - Uniform Combined State Law Examination
Jun 04, 2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
Aug 28, 2002
Series 10 - General Securities Sales Supervisor - General Module Examination
Mar 24, 2004
SIE - Securities Industry Essentials Examination
Oct 1, 2018
Series 7 - General Securities Representative Examination
Oct 19, 1998
My Client Reviews
My goal is to assist my clients get the best results in their respective investment portfolios
Martha Maldonado
Senior JournalistKelly did a wonderful job with my finances, her expert analysis & strategic advice improved my investment profits. I would recommend her to anyone starting on the journey to financial independence.
Gregory Allen
Business ManagerI found Kelly Lynn through an article online which I followed up with and it eventually led to her website. She has been nothing short of a miracle ever since and I have become a better & smarter investor because of her.
You can schedule an introductory call below
Contact me
I will get back to you within 24-48h during standard business hours.
