Profile
Ms. Kelly O.
Loveless is Relationship Manager & Investment Analyst at Planning Solutions Group LLC.
Ms. Loveless received her undergraduate degree from Virginia Polytechnic Institute & State University.
Former positions of Kelly O. Loveless
| Companies | Position | End |
|---|---|---|
Planning Solutions Group LLC
Planning Solutions Group LLC Investment ManagersFinance Planning Solutions Group primarily allocates clients investment management assets among independent managers, mutual funds, ETFs, individual debt and equity securities and/or options, as well as the securities components of variable annuities and variable life insurance contracts. For accredited investors, the firm may also recommend investments in private placement securities including debt, equity and/or pooled investment vehicles. | Analyst-Equity | - |
Training of Kelly O. Loveless
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Planning Solutions Group LLC
Planning Solutions Group LLC Investment ManagersFinance Planning Solutions Group primarily allocates clients investment management assets among independent managers, mutual funds, ETFs, individual debt and equity securities and/or options, as well as the securities components of variable annuities and variable life insurance contracts. For accredited investors, the firm may also recommend investments in private placement securities including debt, equity and/or pooled investment vehicles. | Finance |
- Stock Market
- Insiders
- Kelly O. Loveless
















