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 an Investment Advisor Representative with The Kelly Group. Bryan has been in the industry since 1992 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Bryan has a wide range of experience in financial planning, pension consulting, and portfolio management. Bryan is a Certified Financial Planner and holds the Series 63, Series 65, Series 7, and Series 31 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.
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.
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
MD
01/02/2021 - Present
THE Kelly Group (BEL AIR MD)
MD
03/01/2000 - 12/31/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)
TX
04/08/1997 - 03/03/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
RI
06/21/1995 - 04/10/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MD
05/12/1995 - 06/13/1995
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
TX
10/21/1994 - 04/25/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
RI
10/21/1993 - 09/28/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
GA
10/23/1992 - 10/25/1993
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 12/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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