Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Donovan is an investment advisor representative at Richmond Investment Services LLC. Kelley has been in the securities industry since 2009. Kelley has a Series 7, Series 66 and SIE license and is registered with FINRA. Kelley has also been registered with the state of Iowa and Wisconsin, along with other states across the country, as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
05/30/2024 - Present
Richmond Investment Services LLC (MEQUON WI)
WI
04/12/2013 - 08/18/2016
VSR FINANCIAL SERVICES, INC. (MADISON WI)
IA
12/18/2009 - 04/10/2013
EDWARD JONES (DUBUQUE IA)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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