Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Kelley is a financial advisor with First Command Advisory Services. Bret has been in the industry since August 2018. Bret Kelley is registered to provide investment advice in Georgia, Idaho, Texas, and Utah. Bret Kelley holds the Series 66, Series 7, and SIE licenses. Bret Kelley is a member of BNI - Business after Business, a business networking organization. Bret Kelley's professional experience includes positions at First Command Financial Planning, Inc., Universal Trailer Inc., Xpand Nutrition, and Ebbe America.
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.
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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UT
10/23/2018 - Present
First Command Advisory Services (Layton UT)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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