Kelly Starr
Senior Investment Research Analyst at Advisor Group
- Role
- Senior Investment Research Analyst at Advisor Group
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kelly Starr
Persuasive, meticulous Compliance Officer who exceeds internal and external client…
Experience
Senior Investment Research Analyst
Jul 2017 — Present · Atlanta, GA, US
Education
Baylor University - Hankamer School of Business
BBA
College for Financial Planning
Certified Financial Planner
Skills
- Cfp
- Portfolio Management
- Equities
- Investment Advisory
- Series 66
- Investments
- Financial Advisory
- Uniform Combined State Law
- Asset Allocation
- Mutual Funds
- Wealth Management
- Certified Financial Planner
- Financial Services
- Series 4
- Finra
- Series 53
- Series 24
- Series 7
- Options Trading
- Trading
- Securities
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