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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kelley is an investment advisor representative with Ellis Investment Partners, LLC in Berwyn, Pennsylvania. Daniel has been a registered investment advisor since March 27, 2012. Daniel has held various roles in the financial services industry for over 25 years. Daniel previously worked for Equity Services, Inc. and Lincoln Financial Advisors Corporation. Daniel has a wide range of experience in providing financial advice to individuals, businesses, and organizations, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
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2
PA
04/27/2023 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
11/30/2000 - 07/11/2007
EQUITY SERVICES, INC. (DOWNINGTOWN PA)
IN
06/17/1994 - 11/21/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/17/1994 - 11/21/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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