Unclaimed
Andrew Kelley is a registered representative with Fifth Third Securities, Inc., who has been in the securities industry since June 2016. Andrew is registered with the state of Indiana as an investment advisor representative, and has successfully passed several industry exams, including the Series 66, Series 7, and the Securities Industry Essentials Examination. Andrew has prior experience with Edward Jones, and has a proven track record of success in the financial services industry. Andrew provides portfolio management services for individuals and businesses, as well as financial 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.
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.
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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 7/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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