Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Kelly has over 30 years of experience in the financial services industry. Edward James Kelly is currently registered with Eagle Strategies LLC and holds Series 6, 7, 24, 26, 63, and 66 licenses. Edward James Kelly is also a registered investment advisor and holds Series 63 and 66 licenses. Prior to joining Eagle Strategies LLC, Edward James Kelly was employed by MetLife Securities Inc. and Metropolitan Life Insurance Company. Edward James Kelly specializes in providing financial planning, investment management, and other advisory services to individuals, businesses, and charitable organizations.
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.
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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NY
08/07/2021 - Present
Eagle Strategies LLC (MELVILLE NY)
MA
04/09/1990 - 02/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/1990 - 02/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/8/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/6/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/2005
Series 24 - General Securities Principal Examination
BC
Issued 2/7/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 4/6/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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