Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Elizabeth Kelly is a registered Investment Advisor Representative with Verdence Capital Advisors, LLC. Kathryn is licensed to provide advisory services in Maryland. Kathryn has been in the industry since May 2021 and holds the Series 65 exam. Kathryn is also a licensed Investment Advisor Representative and is active in Maryland.
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.
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.
Consulting
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.
1
2
MD
09/25/2023 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
IA
Issued 09/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kathryn Kelly is the right advisor for you? Invested Better is here to help.
