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 with over 3 years of experience in the financial services industry. John is registered with Global Retirement Partners LLC, an independent investment advisor firm located in San Rafael, CA. Previously, John was associated with Principal Securities, Inc. in Bethesda, MD. John provides financial advice to individuals, high-net-worth individuals, families, charitable organizations, corporations, pension and profit-sharing plans and trusts. John is committed to providing personalized financial advice and guidance 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.
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.
A percentage of the total value of assets under management is charged.
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MD
04/14/2022 - Present
Global Retirement Partners LLC (Sparks MD)
MD
02/28/2019 - 10/26/2021
PRINCIPAL SECURITIES, INC. (BETHESDA MD)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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