Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Kelly is a financial advisor at Provise Management Group, LLC and has been working in the industry since September 2022. Derek has a Certified Financial Planner designation and is registered to provide investment advice in Florida and Texas. Derek specializes in working with individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit sharing plans. Derek offers financial planning, portfolio management, and selection of other advisors.
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.
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.
Fees as solicitor for seabridge invest advisor
1
2
FL
09/30/2024 - Present
Provise Management Group, LLC (CLEARWATER FL)
Active
Inactive
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