Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Kelly is a financial advisor with Steward Partners Investment Advisory, LLC. Bryan has been in the financial services industry since 2002. He has a wide range of experience working with clients in areas such as financial planning, portfolio management, and investment management. He has earned the Certified Financial Planner designation and holds licenses to conduct business in multiple states. In addition to his work at Steward Partners Investment Advisory, LLC, Bryan is an owner/proprietor of a rental real estate company and a managing partner for Tandem Financial Partners.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
TN
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (CHATTANOOGA TN)
TN
10/08/2018 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Chattanooga TN)
TN
08/28/2009 - 10/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Knoxville TN)
NE
11/09/2009 - 05/05/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
TN
06/27/2002 - 09/02/2009
EDWARD JONES (HIXSON TN)
MO
03/12/2002 - 06/18/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 1/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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