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Bernard Kelly

National Financial Services LLC

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About Bernard Kelly

Bernard Kelly is a financial professional with over 18 years of experience in the securities industry. Bernard is currently registered with National Financial Services LLC. Bernard is a Series 7, Series 24, and Series 63 licensed professional.

Firm Information

Bernard Kelly is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bernard Kelly’s Registration & Firm History

NJ

05/24/2004 - Present

National Financial Services LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 02/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Kelly.
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