Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christopher Kelly is a financial advisor with Baltimore-Washington Financial Advisors, Inc. John has been with the firm since October 2009. John is registered with the state of Maryland and Texas. John is a Certified Financial Planner and holds the Series 7 General Securities Representative Examination license. Baltimore-Washington Financial Advisors, Inc. provides a variety of services including financial planning, portfolio management, and tax planning. John focuses on individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services
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.
A percentage of the total value of assets under management is charged.
Flat project fees for retirement & estate planning
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MD
10/31/2019 - Present
Baltimore-Washington Financial Advisors (COLUMBIA MD)
GA
11/14/1997 - 02/04/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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