Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Kelly is a financial advisor with The Leaders Group, Inc. in Littleton, CO. Ian has been in the financial services industry since 2001. Ian has held previous positions with GWFS Equities, Inc., Symetra Investment Services, Inc. and Transamerica Capital, Inc.. Ian holds Series 63, 66, 7, 26, SIE and 6TO licenses. Ian Kelly is registered to conduct business in 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
CO
06/10/2019 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CO
08/10/2011 - 06/03/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
05/20/2010 - 08/05/2011
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
CO
05/30/2006 - 12/04/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
VA
08/15/2000 - 05/16/2006
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
BOTH
Issued 03/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ian Kelly is the right advisor for you? Invested Better is here to help.
