Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Kellett has been in the financial services industry since 1985. He has experience working for various firms, including CETERA Advisor Networks LLC, TOWER SQUARE SECURITIES, INC., and WS GRIFFITH SECURITIES, INC. Jeffery is currently registered with Grove Point Advisors, LLC and holds Series 63, 65, 7, and SIE licenses.
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.
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.
1
2
IL
04/01/2021 - Present
Grove Point Advisors, LLC (Bristol IL)
IL
09/03/2013 - 08/01/2016
CETERA ADVISOR NETWORKS LLC (BRISTOL IL)
IL
06/02/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (BRISTOL IL)
CT
12/16/1985 - 06/08/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
12/16/1985 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 11/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law 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 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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