Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelly is a financial advisor with over 27 years of experience in the industry. Brian is currently an Investment Advisory Representative with Vicus Capital, Inc., located in Rochester, NY. Previously, Brian has worked with Nationwide Securities, LLC, 1717 Capital Management Company, and John Hancock Distributors, Inc. Brian provides financial planning, pension consulting, and educational seminars to individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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2
NY
04/08/2021 - Present
Vicus Capital, Inc. (Rochester NY)
NY
08/01/2008 - 11/25/2019
NATIONWIDE SECURITIES, LLC (LYNBROOK NY)
NY
11/16/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (ROCHESTER NY)
NY
09/15/1998 - 12/14/2006
NATIONWIDE SECURITIES, INC. (ROCHESTER NY)
MA
02/07/1992 - 10/28/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/07/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 03/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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