Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Kelley is a financial advisor with over 13 years of experience in the financial services industry. Dennis is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2013. Dennis has a wide range of experience in providing financial advice and services to individuals, businesses, and families. Dennis is committed to helping clients achieve their financial goals and has a strong track record of success.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (Richfield OH)
OH
01/05/2011 - 12/31/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHFIELD OH)
OH
10/05/2009 - 03/31/2010
MML INVESTORS SERVICES, INC. (CLEVELAND OH)
BC
Issued 08/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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