Jenny Alice Kellams
Professional Summary
Jenny Alice Kellams, who also goes by Jenny Alice Eckelberg, is a registered financial advisor currently at DUNN SECURITIES, LLC located in Stuart, Florida. Jenny is registered as a RR (Registered Representative) and started their career in finance in 2000. Jenny has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jenny Alice Eckelberg
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
DUNN SECURITIES, LLC
Contact Information
Main Address
309 Se Osceola St. Suite 350, Stuart, FL 34994-2240Mailing Address
309 Se Osceola St. Suite 350, Stuart, FL 34994-2240Phone Number
(772) 286-4777Established
Delaware since 03/20/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/2/2020)
(10/16/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2019About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jenny Alice Kellams's CRS (Customer Relationship Summary).
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