Unclaimed
Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. based in Orland Park, Illinois. Colin has been a registered investment advisor for over 20 years. Colin specializes in helping individuals achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
12/03/2010 - Present
Strategic Investment Solutions, Inc. (ORLAND PARK IL)
IL
09/08/2009 - 12/31/2017
LPL FINANCIAL LLC (CHICAGO IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (CHICAGO IL)
IL
04/16/1997 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
GA
10/09/1995 - 04/17/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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