Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kelley is a financial professional with experience in the securities industry. David is currently registered with The Leaders Group, Inc. and has been active in the financial services industry since December 9, 2018. David holds the Series 6, Series 63, and SIE licenses. David was previously registered with JOHN HANCOCK DISTRIBUTORS LLC. David is currently registered in Florida and Massachusetts.
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.
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.
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2
FL
01/06/2021 - Present
THE Leaders Group, Inc. (Tampa FL)
MA
08/13/2018 - 09/08/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BC
Issued 09/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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