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 an investment advisor representative registered with PFS Investments Inc. Brian Kelley is actively registered as an investment advisor representative in Massachusetts. Brian Kelley has 38 years of experience in the securities industry. The firm is headquartered in Duluth, GA. Brian Kelley has experience in portfolio management for individuals. The firm manages the following types of accounts: charitable organizations, high net worth individuals, corporations or other businesses, and individuals other than high net worth.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
07/25/2011 - Present
PFS Investments Inc. (MILTON MA)
IA
Issued 04/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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