Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Kelly is a financial advisor in Downingtown, PA. Brendan has 30 years of experience in the industry and works for Independent Financial Partners. Brendan is registered with FINRA and the state of California as a Registered Representative. Brendan is also a Registered Investment Advisor in the state of Pennsylvania. Brendan has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Brendan offers a variety of services to clients, including financial planning, investment management, and pension consulting. Brendan has received a Series 6, Series 7, and Series 63 license.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
09/17/2024 - Present
Independent Financial Partners (TAMPA FL)
PA
07/02/2018 - 03/21/2024
TRIAD ADVISORS LLC (Berwyn PA)
PA
07/27/2012 - 07/23/2018
LPL FINANCIAL LLC (VILLANOVA PA)
PA
05/19/2010 - 07/30/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
PA
04/01/2008 - 06/18/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (EXTON PA)
PA
02/25/2005 - 04/29/2008
NFP SECURITIES, INC. (EXTON PA)
NJ
01/14/2002 - 02/24/2005
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NY
01/29/1992 - 01/15/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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