Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aidan? Claim Your ProfileAidan Kelly is a financial professional with over 2 years of experience in the industry. Aidan is registered to provide investment advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Aidan works with a wide range of clients including corporations, individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Aidan is registered with J.P. Morgan Securities LLC and holds Series 63, 86, 87, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
08/31/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 07/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/22/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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