AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KB

Kelli R. Byers

Some features on this profile are disabled
CRD#: 5730060
KB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kelli Renee Byers, who also goes by Kelli Renee Quarles, was a registered financial professional .

Kelli is a previously registered financial professional and started their career in finance in 2010. Kelli had worked at 1 firm and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kelli Renee Quarles

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 6, 2010 - August 1, 2013

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

BD
CRD#: 43000
VIRGINIA BEACH, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 4/5/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FS
FINANCIAL SECURITY MANAGEMENT, INCORPORATED
FINANCIAL GUARDIAN SERVICES, INCORPORATED | FINANCIAL SECURITY MANAGEMENT, INCORPORATED

CRD#: 43000 / SEC#: , 8-50094

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Mailing Address
477 Viking Drive Suite 305, Virginia Beach, VA 23452
Phone number
(757) 431-1414
Established
Virginia since 01/17/1997
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FINANCIAL SECURITY COMPANIES, LLCOWNER
BLACHURA, GAYLE ELIZABETHPRESIDENT2874363
CORINALDI, REGINALD CURTISVICE PRESIDENT1054108
DEJARNETTE, KRISTY ELEYCOO, PFO, POO, FINOP7632290
JENKS, CHARLES FREDERICK JRVICE PRESIDENT1486892
MEGGINSON, ARCHIE RAY SRSECRETARY1479442
ORLANDO, JOHN THOMASVICE PRESIDENT2692207
SCHWALJE, GLENN SCOTTCHIEF COMPLIANCE OFFICER / AMLCO2441501
WOODALL, RICHARD DUNCANVICE PRESIDENT716996

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL SECURITY MANAGEMENT, INCORPORATED

CRD#: 43000

TRUST BUT VERIFY

Monitor Kelli Byers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics