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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 advisor with Morgan Stanley, with over 40 years of experience in the industry. Joseph Kelley holds licenses in several states, including Georgia, New Hampshire, Texas, and Vermont. Joseph Kelley's experience includes various roles, including at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Joseph Kelley's specialties include asset allocation advice, financial planning, and portfolio management. Joseph Kelley is a registered investment advisor and has provided financial services to a wide range of clients, including individuals, corporations, institutions, and investment clubs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VT
06/01/2009 - Present
Morgan Stanley (Colchester VT)
NH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LEBANON NH)
VT
09/24/1982 - 04/02/2007
MORGAN STANLEY DW INC. (RUTLAND VT)
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1992
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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