Unclaimed
Brennan Kelly is a registered investment advisor representative with Lord, Abbett & Co. LLC and has been in the industry since August 2011. Brennan Kelly has worked in the financial services industry for over 10 years. Brennan Kelly has Series 7, Series 24 and Series 66 licenses. Brennan Kelly has a specialization in providing impersonal investment advisory services. Brennan Kelly has a total of 4 approved state registrations and 2 approved IA state registrations. Brennan Kelly is currently registered in New Jersey, New York, Ohio and Texas. Brennan Kelly is also registered with FINRA and is an active member of the SRO.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
06/25/2015 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brennan Kelly is the right advisor for you? Invested Better is here to help.