Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames H Kelly iii is a Registered Representative and Investment Advisor Representative with Raymond James & Associates, Inc. James H Kelly iii has been in the industry for 5 years. James H Kelly iii is registered with the state of North Carolina. James H Kelly iii also works with Benzil LLC, a real estate rental business. James H Kelly iii specializes in providing financial planning, educational seminars, and selection of other advisors to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
NC
11/06/2024 - Present
Raymond James & Associates, Inc. (Winston-Salem NC)
Active
Inactive
Not sure James Kelly iii is the right advisor for you? Invested Better is here to help.
