Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Breandan? Claim Your ProfileBreandan Sean Kelly is an investment advisor representative with LPL Financial LLC, located in Fort Myers, Florida. Breandan has over 10 years of experience in the financial services industry. Prior to joining LPL Financial, Breandan worked at WELLS FARGO CLEARING SERVICES, LLC and SUMMIT BROKERAGE SERVICES, INC. Breandan is registered with the state of Florida as a Registered Investment Advisor (RIA) and holds Series 6, 7, and 66 securities licenses. Breandan also has experience in providing financial planning, investment management, and pension consulting services.
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.
1
2
FL
02/15/2019 - Present
LPL Financial LLC (FORT MYERS FL)
FL
01/25/2013 - 02/20/2019
WELLS FARGO CLEARING SERVICES, LLC (NORTH FORT MYERS FL)
FL
01/20/2012 - 01/15/2013
SUMMIT BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
06/29/2011 - 02/03/2012
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
BOTH
Issued 07/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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