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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arland? Claim Your ProfileArland Kelly is an investment advisor representative at SCF Investment Advisors, Inc. Arland has been in the financial services industry since 2014. Arland is registered with the state of California, Louisiana, and Texas. Arland has passed the Series 63, Series 65, Series 6, and SIE exams. Arland's firm, SCF Investment Advisors, Inc. is a registered investment advisor firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services. Arland works with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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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CA
10/04/2018 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
CA
02/04/2016 - 11/28/2023
SCF SECURITIES, INC. (LANCASTER CA)
NC
10/15/2014 - 02/09/2016
INNOVATION PARTNERS LLC (CHARLOTTE NC)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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