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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Linus Kelly is a financial advisor with Commonwealth Financial Network. David has over 35 years of experience in the financial services industry. David is registered with the Securities and Exchange Commission (SEC) and holds licenses to sell securities in multiple states. David provides a variety of services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. David is committed to providing personalized service and helping clients 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.
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.
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
MA
01/30/2014 - Present
Commonwealth Financial Network (WALTHAM MA)
IA
01/29/1990 - 06/05/1991
R. G. DICKINSON & CO. (DES MOINES IA)
NA
09/14/1989 - 02/20/1990
J. T. MORAN & CO., INC.
NA
03/17/1987 - 09/09/1989
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1993
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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