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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 Kelly is a financial advisor at Ameriprise Financial Services, LLC. John Kelly has been in the industry since March 2012. John Kelly works with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. John Kelly provides a variety of financial planning services, including asset allocation, portfolio management, and retirement planning. John Kelly is registered with the state of New Jersey, New York, and Texas. John Kelly is also a registered representative of Ameriprise Financial Services, LLC.
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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NY
07/26/2022 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
03/23/2012 - 04/20/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 04/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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