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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kelly is a financial advisor with Cetera Investment Advisers LLC. Adam has been in the financial services industry since 2014. Adam is registered with the state of Tennessee. Adam has Series 7, Series 31, and SIE licenses. Adam has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Adam provides financial planning, portfolio management, and educational seminars to clients. Adam's firm, Cetera Investment Advisers LLC, offers advisory services including portfolio management, financial planning, and selection of other advisors. Cetera Investment Advisers LLC has over $104 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
08/10/2023 - Present
Cetera Investment Advisers LLC (BRENTWOOD TN)
TN
09/02/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
01/23/2015 - 06/21/2016
CETERA INVESTMENT SERVICES LLC (GOODLETTSVILLE TN)
VA
10/18/2013 - 10/13/2014
MORGAN STANLEY (ALEXANDRIA VA)
BOTH
Issued 11/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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