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 professional with over 25 years of experience in the industry. John is registered as a broker with Ameriprise Financial Services, LLC and is licensed to provide investment advice in several states, including New Jersey, Arizona, California, Connecticut, Florida, Massachusetts, New York, North Carolina, Ohio, and Pennsylvania. John is also registered with FINRA and is a member of the Ameriprise Financial Services, LLC branch office located in Parsippany, New Jersey. John has a strong track record of providing financial advice to individuals and families.
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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NJ
07/30/2002 - Present
Ameriprise Financial Services, LLC (Parsippany NJ)
MN
04/05/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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