Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kelly is an investment advisor representative at Heritage Advisors Group, Inc. with over 20 years of experience in the industry. John Kelly is registered with the state of Florida, North Carolina, and Texas. John Kelly is a licensed insurance agent. John Kelly specializes in financial planning, portfolio management for individuals, and publication of periodicals. John Kelly's firm manages approximately $76 million in assets under management.
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.
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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FL
03/31/2020 - Present
Heritage Advisors Group, Inc. (MAITLAND FL)
IA
Issued 08/24/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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