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, located in Chattanooga, Tennessee. Bryan has been in the industry since March 19, 2002. He is registered with the state of Tennessee as an Investment Advisor Representative and with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Bryan is a Certified Financial Planner. He provides financial planning, investment management, and pension consulting services. Bryan is a member of the board of directors of Improv Chattanooga and ArtsBuild.
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.
1
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 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Kelly is the right advisor for you? Invested Better is here to help.
