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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kelly is a financial advisor with Sowell Management in Jupiter, FL. Christopher has been in the industry since 1995 and has a strong background in financial planning and portfolio management. Christopher Kelly is a registered investment advisor with a focus on individuals, corporations, and charitable organizations. Christopher Kelly is a Series 7, 63, and 65 licensed professional. Prior to working with Sowell Management, Christopher Kelly has worked with LPL FINANCIAL LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, THOS. K. WASSERMAN & ASSOCIATES, INC., GRUNTAL & CO. INCORPORATED, COHIG & ASSOCIATES, INC. and PENN CAPITAL FINANCIAL SERVICES, INC.
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.
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
FL
07/13/2023 - Present
Sowell Management (Jupiter FL)
FL
12/05/2005 - 04/08/2014
LPL FINANCIAL LLC (JUPITER FL)
MA
08/15/2003 - 12/05/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/28/2000 - 08/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/03/1999 - 08/01/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
05/01/1998 - 02/18/1999
THOS. K. WASSERMAN & ASSOCIATES, INC. (BOYNTON BEACH FL)
NY
05/14/1996 - 07/25/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
CO
04/07/1995 - 06/07/1996
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
PA
02/08/1995 - 03/21/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
IA
Issued 02/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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