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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 Kelley is a financial advisor with Stratos Wealth Partners, Ltd.. Jeffrey has been working in the financial services industry since 1987. Jeffrey is registered with the state of Pennsylvania. He has a Series 6, 7, 9, 10, 26, 63, and 66 license and a SIE designation. Jeffrey holds a Series 9 and 10 license for the General Securities Sales Supervisor Examination and a Series 26 for the Investment Company Products/Variable Contracts Principal Examination. He also has Series 6 and 7 licenses for the Investment Company Products/Variable Contracts Representative Examination and the General Securities Representative Examination. His office is located at 1605 Carmody Court, Suite 301, Sewickley, PA 15143.
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.
Percentage of assets under management with third party managers
1
2
PA
02/20/2015 - Present
Stratos Wealth Partners, Ltd. (Sewickley PA)
PA
10/05/2009 - 03/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
PA
11/04/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CRANBERRY TOWNSHIP PA)
PA
04/12/2001 - 11/14/2005
ADVEST, INC. (BUTLER PA)
PA
11/05/1999 - 05/11/2001
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
01/19/1999 - 11/01/1999
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
GA
05/09/1997 - 01/05/1999
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
FL
10/26/1993 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
PA
03/12/1991 - 12/31/1992
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
GA
07/09/1986 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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