Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Kelleher is a financial advisor with over 24 years of experience in the financial services industry. Arthur holds the Series 7, Series 24, Series 31 and Series 66 licenses. Arthur is a Registered Representative of LPL Financial LLC and is also an Investment Advisor Representative of Moneco Advisors, LLC. Arthur provides investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. Arthur started this business activity in 11/2017. Arthur is committed to providing personalized financial advice to his clients. His areas of specialization include retirement planning, college savings, investment management, and estate 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
06/29/2004 - Present
LPL Financial LLC (HAMDEN CT)
NY
04/11/2000 - 05/24/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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