Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kelly is a financial advisor with Edward Jones. Edward has been in the financial industry since 2007 and has experience working with individuals, businesses, and retirement plans. Edward is registered to provide investment advice in Maryland and Texas. Edward has a Series 7, Series 24, Series 55, and Series 66 licenses, as well as the SIE designation. Edward also holds the CFP® certification.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MD
01/04/2019 - Present
Edward Jones (BEL AIR MD)
MD
08/21/2013 - 05/22/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
CA
06/19/2008 - 05/30/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/29/2007 - 07/08/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 03/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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