linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Joseph Malone

Osaic FA, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Joseph Malone

Kelly Malone is a Registered Representative with Osaic FA, Inc. Kelly has been in the industry since 2012 and is registered with the state of Indiana. Kelly has a strong background in financial services and is dedicated to helping clients achieve their financial goals. Kelly offers a variety of services, including financial planning, portfolio management, and retirement planning. Kelly is a highly qualified and experienced professional who is committed to providing clients with the highest level of service.

Firm Information

Kelly Malone is currently registered with Osaic FA, Inc.. Osaic FA, Inc., a corporation formed in 1968, provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other entities. The firm offers a variety of services including financial planning, portfolio management, and retirement plan consulting. Osaic FA, Inc. is registered with the Securities and Exchange Commission (SEC) and is also registered in 52 states. The firm has a strong track record and has received multiple awards for its services. They manage over $37 billion in assets.
Osaic FA, Inc.

1301 SOUTH HARRISON STREET

FORT WAYNE, IN 46802

$37.13B

Assets Under Management

3,800

Total Clients

1,156

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan consulting services provided on a limited basis.

Retirement plan consulting services provided on a limited basis.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Malone’s Registration & Firm History

IN

10/08/2015 - Present

Osaic FA, Inc. (ST. MEINRAD IN)

KY

12/02/2014 - 10/07/2015

J.P. MORGAN SECURITIES LLC (OWENSBORO KY)

IN

05/16/2012 - 11/20/2014

EDWARD JONES (TELL CITY IN)

Not sure if Kelly Joseph Malone is right for you?

Licenses & Designations

BOTH

Issued 06/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Joseph Malone.
Not sure if Kelly Joseph Malone is right for you?