Unclaimed
Andrew Kelley is a registered representative with Fifth Third Securities, Inc. Andrew Kelley has been in the financial industry since 2016. Andrew Kelley specializes in providing financial planning services, portfolio management for businesses, and portfolio management for individuals. Andrew Kelley is also licensed to provide services in Arizona, California, Florida, Illinois, Indiana, Michigan, Nevada, North Carolina, Ohio, Tennessee, Virginia and Washington.
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.
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.
Sponsor wrap fee program
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.
1
2
IN
05/07/2020 - Present
Fifth Third Securities, Inc. (INDIANAPOLIS IN)
IN
06/21/2016 - 04/30/2020
EDWARD JONES (FISHERS IN)
BOTH
Issued 07/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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