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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 Kelly is a financial advisor with Raymond James & Associates, Inc. with over 27 years of experience in the financial services industry. Daniel has a Series 63 and Series 65 license. He has also earned the Certified Financial Planner designation. He is dedicated to helping clients reach their financial goals through a personalized approach. Daniel has experience working with a wide range of clients, including individuals, families, and businesses. He is also skilled in providing financial planning, investment management, and retirement planning services. His previous experience includes working at TIAA-CREF, Teachers Personal Investors Services, Inc., and Fidelity Brokerage Services.
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
FL
11/07/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/11/2016 - 06/16/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MD
05/27/1994 - 10/16/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BALTIMORE MD)
NY
10/19/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
SC
10/15/1992 - 08/09/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
RI
05/07/1986 - 08/28/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 05/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/03/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
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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