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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 a registered investment advisor representative with MML Investors Services, LLC in Birmingham, Alabama. John has been in the financial services industry since 2012 and has a Series 6, Series 63, and Series 65 license. John's firm, MML Investors Services, LLC is a full-service brokerage and investment advisory firm that offers a wide range of financial products and services, including securities brokerage, investment advisory services, retirement planning, and insurance. John is a licensed agent and has a life, health, and property & casualty insurance license, as well as a ministerial license. MML Investors Services, LLC has over 7000 investment advisor representatives and over 7000 registered representatives who serve a wide range of clients, including individuals, families, businesses, and institutions. John Kelly and his firm specialize in asset allocation, portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AL
03/11/2015 - Present
MML Investors Services, LLC (Birmingham AL)
IA
Issued 01/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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