linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David A Kelley

Columbia Management Investment Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David A Kelley

David A. Kelley is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Columbia Management Investment Distributors, Inc. and previously with JOHN HANCOCK FUNDS, LLC. David holds the Series 6 and Securities Industry Essentials (SIE) licenses. David is located in Boston, MA.

Firm Information

David Kelley is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Kelley’s Registration & Firm History

MA

10/22/2015 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MA

08/02/2002 - 09/17/2015

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

Not sure if David A Kelley is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David A Kelley.
Not sure if David A Kelley is right for you?