Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Connelly is a registered investment advisor representative with Good Life Advisors, LLC. Kelly has over 20 years of experience in the financial services industry. Kelly has been registered with the Securities and Exchange Commission (SEC) since 2002 and holds a Series 7, Series 63, and Series 66 licenses. Kelly specializes in working with high-net-worth individuals, families, charitable organizations, and pension and profit-sharing plans. Kelly provides financial planning, investment management, and educational seminars to her clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
PA
06/27/2018 - Present
Good Life Advisors, LLC (READING PA)
FL
08/14/2015 - 06/06/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
01/18/2013 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (SEBRING FL)
FL
10/05/2007 - 01/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEBRING FL)
FL
04/16/2002 - 10/11/2007
A. G. EDWARDS & SONS, INC. (SEBRING FL)
MO
02/06/2002 - 04/16/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/03/1997 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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