Kelly M Klein

Current Employers

Employment History

• 07/2016 → 08/2017
  Brooksource
  Cincinnati, OH
• 08/2017 → 11/2017
  Unemployed
  Cincinnati, OH
• 11/2017 → 09/2022
  Fidelity Brokerage Services, Llc
  Covington, KY
• 12/2022 → 10/2023
  Mcadams Group Llc
  St. Petersburg, FL
• 12/2022 → 10/2023
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 10/2023 → Present
  Raymond James & Associates Inc.
  Saint Petersburg, FL

Previous Registrations

• 2022-12-22 → 2023-04-25
  Sound Income Strategies, Llc
  St. Petersburg, FL
  Fort Lauderdale, FL
  St. Petersburg, FL
• 2018-10-11 → 2022-09-22
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Clearwater, FL

Other Businesses

(1)Name of Business: Address: 5311 8th Ave N, St. Petersburg, FL, 33710, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05
• S63 Uniform Securities Agent State Law Examination
  2018-01-02

Designations

Other Names

• Kelly Marie Klein
• Kelly Klein