Unclaimed
John David Kelley is a financial advisor with over 12 years of experience in the industry. John has a Series 7, Series 66 and SIE licenses. John is currently registered with Franklin Distributors, LLC and has been working with them since 2021. Before that, John worked with Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., Securities Service Network, Inc., Morgan Stanley Smith Barney, and Heim, Young & Associates, Inc. John is registered in 53 states.
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.
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.
1
2
FL
07/07/2021 - Present
Franklin Distributors, LLC (St. Petersburg FL)
FL
03/18/2014 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
03/05/2014 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MO
02/13/2012 - 04/30/2013
SECURITIES SERVICE NETWORK, INC. (SPRINGFIELD MO)
MO
03/26/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (SPRINGFIELD MO)
MO
03/10/2009 - 04/23/2010
HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)
BOTH
Issued 04/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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