Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Condon is a financial advisor in Rockford, IL and has been in the industry since 2004. Kelly is currently registered with Choreo, LLC, and is also registered in Illinois. Kelly has previously worked at BIRCHTREE FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC., and BANC ONE SECURITIES CORPORATION. Kelly has passed both Series 7 and Series 66 exams. Kelly specializes in providing investment advisory services, financial planning, pension consulting, and selection of other advisers to individuals, businesses, and institutions.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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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2
IL
05/15/2009 - Present
Choreo, LLC (Rockford IL)
IL
05/15/2009 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (ROCKFORD IL)
IL
07/01/2006 - 08/01/2008
J.P. MORGAN SECURITIES INC. (ROCKFORD IL)
IL
04/27/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (ROCKFORD IL)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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