Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pridemore Kelly is an investment advisor representative with over 30 years of experience in the industry. Christopher is registered with Raymond James & Associates, Inc. and has offices in Nashville, Tennessee. Christopher has worked for both J.C. Bradford & Co. and UBS Financial Services Inc. Christopher has expertise in financial planning, pension consulting, and educational seminars. Christopher is also a board member for the West End Terrace Homeowners Association, Inc. and is part of a committee that oversees the pension accounts for non-clergy in the Diocese of Nashville.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
TN
04/24/2008 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
08/14/2000 - 04/24/2008
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
NY
05/02/1991 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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