Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Kelly is a registered representative of Edward Jones. Alex is licensed in Missouri and has been in the industry since August 2024. Alex has a background in baseball training and has also worked in a variety of other business roles. Alex holds the Series 66 license and has specializations in areas including investments, insurance, and retirement planning. Alex's primary practice is with Edward Jones where Alex works with individuals, families, and small businesses. Alex provides a variety of services, including investment advice, financial planning, and retirement planning.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
02/19/2025 - Present
Edward Jones (Morrisville MO)
Active
Inactive
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