Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kelly is a financial professional with over 30 years of experience in the industry. Daniel is a Registered Representative of Thoroughbred Financial Services, LLC and has been with the firm since 1999. Daniel provides financial planning and portfolio management services to individuals, businesses, and pension plans. Daniel is committed to providing his clients with personalized financial advice and guidance. He is also licensed to sell life, disability, medical, and long-term care insurance. Daniel holds a Series 7, 24, 27, 53, 63 and 99TO licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
01/07/2004 - Present
Thoroughbred Financial Services, LLC (JACKSON TN)
TN
05/16/2000 - 12/22/2000
ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION (BRENTWOOD TN)
TN
08/06/1993 - 04/01/2000
ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION (BRENTWOOD TN)
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/15/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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