Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Kelly is a financial advisor with Avantax Investment Services, Inc. Frank has been in the industry since 1991. Frank holds the Series 6, 26, and 63 licenses and has been registered with FINRA since 1995. Frank has experience providing financial advice to individuals, families, and small businesses. Frank is registered to offer financial advice in 14 states, including Colorado, Delaware, Florida, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and Virginia.
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.
1
2
PA
11/02/1995 - Present
Avantax Investment Services, Inc. (NEW CUMBERLAND PA)
NA
11/21/1991 - 11/01/1995
G. R. PHELPS & CO., INC.
BC
Issued 10/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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