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 a financial advisor at Commonwealth Financial Network. John is an experienced advisor with a strong background in the financial services industry, having worked in various roles at Raymond James Financial Services, Inc., Cetera Investment Services LLC, and Spectrum Capital, Inc. John holds a Series 7, Series 63, and Series 65 license. John offers a range of services to individuals, businesses, and charitable organizations. John's specializations include retirement planning, investment management, financial planning, and insurance. John is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
04/07/2022 - Present
Commonwealth Financial Network (Papillion NE)
NE
06/14/2017 - 04/07/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE NE)
NE
06/22/2011 - 06/13/2017
CETERA INVESTMENT SERVICES LLC (BELLEVUE NE)
NE
08/27/2003 - 06/28/2011
SPECTRUM CAPITAL, INC. (BELLEVUE NE)
MN
08/22/2000 - 08/29/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 11/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kelly is the right advisor for you? Invested Better is here to help.
