Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelley is a financial professional with over 20 years of experience in the industry. He is currently registered with The Leaders Group, Inc. in Colorado and has previously been registered with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., FOOTHILL SECURITIES, INC., CUE FINANCIAL GROUP, INC., CHARLES SCHWAB & CO., INC., and CUE. Brian holds the Series 7, Series 63, and SIE licenses.
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.
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.
1
2
CO
01/03/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AZ
01/29/2016 - 01/05/2017
VOYA FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
CO
01/02/2014 - 12/31/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
AZ
10/18/2011 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (SCOTTSDALE AZ)
AZ
08/03/2009 - 03/12/2010
FOOTHILL SECURITIES, INC. (CAREFREE AZ)
AZ
06/13/2001 - 08/03/2009
CUE FINANCIAL GROUP, INC. (CAREFREE AZ)
TX
09/20/2000 - 06/04/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
01/28/2000 - 07/12/2000
CUE (PHOENIX AZ)
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Kelley is the right advisor for you? Invested Better is here to help.
