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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Kelly is an investment advisor representative for Cambridge Investment Research Advisors, Inc.. Jeffrey has been in the financial services industry since January 25, 2000. Jeffrey is registered with the following securities authorities: Florida, Georgia, Maryland, New Jersey, Pennsylvania, South Carolina, and Virginia. Jeffrey is also registered as an investment advisor representative in Pennsylvania. Cambridge Investment Research Advisors, Inc. is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
09/17/2012 - Present
Cambridge Investment Research Advisors, Inc. (WYOMISSING PA)
PA
07/23/2004 - 09/17/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (SINKING SPRING PA)
PA
06/01/2004 - 07/23/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
MD
05/01/2003 - 06/02/2004
M&T SECURITIES, INC. (BALTIMORE MD)
MD
05/08/2002 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
PA
07/28/1999 - 11/06/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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