Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Kelley is a financial professional with over 29 years of experience in the industry. Joseph is currently registered with Concourse Financial Group Securities, Inc., a firm with a strong presence in Birmingham, AL. Previously, Joseph worked at Mutual Service Corporation and Pruco Securities Corporation. Joseph Kelley is licensed to provide financial advice in Alabama, Florida, Georgia, Illinois, Massachusetts, Ohio, Tennessee, Texas, and Virginia.
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.
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
AL
01/03/2007 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
09/10/1997 - 12/31/2006
MUTUAL SERVICE CORPORATION (BIRMINGHAM AL)
NJ
07/26/1994 - 09/17/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Kelley is the right advisor for you? Invested Better is here to help.
