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 O'Brien is a financial advisor registered with Fidelity Personal and Workplace Advisors. Kelly is a Series 7, Series 10, Series 9, Series 63, and Series 65 licensed professional with over 10 years of experience in the financial industry. Kelly provides financial planning, educational seminars, selection of other advisors, and portfolio management services to individuals, corporations, and businesses. Kelly is registered to provide advisory services in 53 states, the District of Columbia, and Puerto Rico.
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.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FT. LAUDERDALE FL)
IA
Issued 03/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kelly O'Brien is the right advisor for you? Invested Better is here to help.
