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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan P. Kelly is a financial advisor with Prosperity Capital Advisors, a firm based in WESTLAKE, OH. Brendan P. Kelly is a Certified Financial Planner and is registered in Florida, Missouri and Texas. Brendan P. Kelly has been in the industry since 2020. Brendan P. Kelly offers financial planning services to individuals, businesses and pension and profit-sharing plans. Brendan P. Kelly also conducts seminars to help educate the community on financial matters.
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.
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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OH
11/12/2024 - Present
Prosperity Capital Advisors (WESTLAKE OH)
Active
Inactive
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