Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Makeever is a financial advisor with PNC Investments. Kelly has been in the financial industry since 2011 and holds Series 7 and 66 licenses, as well as the SIE. Kelly provides portfolio management services to both individuals and businesses. Kelly's area of expertise includes investments in various asset classes including equities, fixed income, and alternatives. Kelly is also registered as an investment advisor representative in Indiana.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
03/28/2012 - Present
PNC Investments (CARMEL IN)
BOTH
Issued 03/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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