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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 W Kelly is a registered investment advisor with Wells Fargo Clearing Services, LLC. John W Kelly is registered in 31 states to provide financial advice. John W Kelly has been in the industry since 2007. John W Kelly has worked at two firms: ADVANCED EQUITIES, INC. and WELLS FARGO ADVISORS LLC. John W Kelly has been with Wells Fargo Clearing Services, LLC since 2016. John W Kelly works out of the SAN FRANCISCO, CA branch office. In addition to his work as a registered investment advisor, John W Kelly is also a Scoreboard Operator for the NBA Golden State Warriors.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/02/2012 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
11/19/2007 - 02/17/2009
ADVANCED EQUITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 02/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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