Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen Lee Cooney is an Investment Advisor Representative at Ground Swell Capital, LLC, a firm based in Folly Beach, SC. Kellen has been with Ground Swell Capital, LLC since June 2010. Prior to joining Ground Swell Capital, LLC, Kellen worked at Automated Trading Desk Financial Services, LLC and Automated Trading Desk Brokerage Services, LLC, both based in Mount Pleasant, SC. Kellen holds a Series 63, Series 65 and Series 7 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Expense reimbursement
1
2
SC
01/06/2024 - Present
Ground Swell Capital, LLC (FOLLY BEACH SC)
SC
06/23/2005 - 06/24/2010
AUTOMATED TRADING DESK FINANCIAL SERVICES, LLC (MOUNT PLEASANT SC)
SC
06/10/2003 - 06/24/2010
AUTOMATED TRADING DESK BROKERAGE SERVICES, LLC (MOUNT PLEASANT SC)
IA
Issued 02/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kellen Cooney is the right advisor for you? Invested Better is here to help.
