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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, based in Brentwood, TN. Adam has been in the financial industry since April 2014. Adam has held several roles at firms including Securian Financial Services, Inc. and Morgan Stanley, and has been registered with the state of Tennessee since 2013. Adam holds multiple licenses including Series 7, Series 31 and Series 66, and specializes in retirement planning, investment management, and financial planning. Adam also provides portfolio management for businesses and individuals.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2013
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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