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 currently registered with SPC. Christopher has been in the industry since 1994. Christopher is registered to provide investment advice in Georgia, Michigan, and Texas. Christopher has experience working with various firms including Wunderlich Securities, Inc. and RBC Capital Markets Corporation.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/03/2025 - Present
SPC (Flint MI)
MI
10/12/2010 - 09/13/2017
WUNDERLICH SECURITIES, INC. (EAST LANSING MI)
MI
03/13/2009 - 10/15/2010
RBC CAPITAL MARKETS CORPORATION (FLINT MI)
MI
01/09/2008 - 03/13/2009
FERRIS, BAKER WATTS, LLC (FLINT MI)
MI
06/16/1998 - 01/18/2008
RAYMOND JAMES & ASSOCIATES, INC. (FLINT MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
08/25/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
01/04/1995 - 09/14/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
06/20/1994 - 01/03/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1994 - 01/03/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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