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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 Frederick Kelly is a financial advisor affiliated with Ameriprise Financial Services, LLC. John Kelly is a General Securities Representative, holding the Series 7TO and SIE exams. John Kelly is registered with FINRA and has been in the industry since April 2023. John Kelly's specializations include Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Ameriprise Financial Services, LLC offers a range of advisory services including Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Ameriprise Financial Services, LLC has approximately $1 billion - $10 billion in assets under management and serves a variety of client types, including trusts and estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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 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.
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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2
WA
05/01/2023 - Present
Ameriprise Financial Services, LLC (SEATTLE WA)
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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