Unclaimed
Jeremy Kelley is a financial advisor in Washington Court House, OH. Jeremy has over 15 years of experience in the financial services industry. Jeremy is currently registered with Creative Financial Solutions, LLC and Cambridge Investment Research Advisors, Inc.. Jeremy also holds Series 6, 7 and 66 securities licenses. Jeremy offers a variety of financial services, including financial planning and portfolio management. Jeremy's experience, certifications, and licenses make him a well-qualified financial advisor.
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.
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.
1
2
OH
11/27/2018 - Present
Creative Financial Solutions, LLC (WASHINGTON COURT HOUSE OH)
OH
01/30/2013 - 11/29/2018
THE HUNTINGTON INVESTMENT COMPANY (WASHINGTON CH OH)
OH
09/23/2010 - 01/08/2013
EDWARD JONES (WASHINGTON CT HOUSE OH)
OH
07/03/2008 - 08/17/2010
THE HUNTINGTON INVESTMENT COMPANY (WASHINGTON COURT HOUSE OH)
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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