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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 Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc., with over 35 years of experience. David has experience providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. David is a registered investment advisor with the state of Indiana, a registered representative with FINRA, and holds Series 3, 7, 9, 10, 63, and 65 licenses. David has a strong understanding of the financial markets and can help clients develop and implement a personalized financial plan to meet their unique needs.
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.
A percentage of the total value of assets under management is charged.
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2
IN
03/30/2022 - Present
Benjamin F. Edwards & Company, Inc. (Crown Point IN)
IN
01/01/2008 - 04/23/2022
WELLS FARGO CLEARING SERVICES, LLC (MERRILLVILLE IN)
IN
09/24/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRILLVILLE IN)
IA
Issued 08/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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