Unclaimed
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 United Planners' Financial Services of America a Limited Partner. Christopher has been working in the financial industry for over 10 years. Christopher's firm has approximately $1 billion to $10 billion in assets under management. Christopher is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Christopher Kelly is also registered with the states of Alabama, Arizona, California, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Hampshire, New Jersey, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas and West Virginia.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
05/05/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
FL
06/24/2014 - 05/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/04/2013 - 06/04/2014
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 08/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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