Kelly Uber (CRD# 6099828) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairlawn, OH and has over 7 years of experience in the finance industry.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 5480573
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Fairlawn, OH | Jun 2020 - Current | 3 |
| Key Investment Services | Brooklyn, OH | Aug 2019 - Jun 2020 | < 1 |
| Key Investment Services, LLC | Cleveland, OH | Mar 2018 - Aug 2019 | 1 |
| Keybank | Solon, OH | Mar 2018 - Aug 2019 | 1 |
| Citizens Securities Inc. | Cleveland, OH | Dec 2017 - Mar 2018 | < 1 |
| Citizens Bank | Cleveland, OH | Dec 2017 - Mar 2018 | < 1 |
| Citizens Securities Inc. | Cleveland, OH | Mar 2017 - Dec 2017 | < 1 |
| Citizens Bank | Cleveland, OH | Nov 2015 - Mar 2017 | 1 |
| Charles Schwab & Company, Inc. | Richfield, OH | Jun 2015 - Nov 2015 | < 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2014 - Jun 2015 | < 1 |
| Huntington National Bank | Canton, OH | Apr 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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