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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kelly is a financial advisor registered with Cetera Investment Advisers LLC. Kevin has over 24 years of experience in the financial services industry. Kevin is licensed to provide financial advice in 53 states and is also registered with the state of Texas as an Investment Advisor Representative. Kevin is also licensed as a Principal, having passed the Series 24 and Series 53 exams. Kevin specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Kevin also provides educational seminars to clients. Kevin has previously worked with Genworth Financial Securities Corporation, ABN AMRO Financial Services, Inc., Charter One Securities, Inc., and Investment Network, Inc.
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.
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.
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2
IL
02/27/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
10/24/2005 - 06/02/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
IL
04/24/2003 - 10/20/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
OH
01/07/2000 - 02/04/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
09/30/1997 - 07/05/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
NJ
04/15/1997 - 09/30/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IL
01/30/1996 - 04/11/1997
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
BOTH
Issued 07/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1996
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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