Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Michael Kelley is a financial advisor based in Pittsburgh, PA. Jeremy is registered with Park Avenue Securities LLC and holds Series 63, Series 6TO, and SIE licenses. Jeremy has been in the industry since December 20, 2021. Prior to joining Park Avenue Securities LLC, Jeremy worked at NYLIFE Securities LLC. Jeremy's areas of expertise include portfolio management for individuals, financial planning and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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PA
03/06/2023 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
PA
11/17/2021 - 01/30/2023
NYLIFE SECURITIES LLC (PITTSBURGH PA)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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