Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daniel Kelly is a financial advisor currently registered with Rockefeller Financial LLC. Kevin Kelly has been in the industry since 2013 and is licensed to provide securities and investment advisory services in 32 states. Kevin Kelly works in the Chicago, IL office of Rockefeller Financial LLC and also works in the Cincinnati, OH office of the firm. Kevin Kelly has experience with Fort Washington Investment Advisors and Columbus Life Insurance Company.
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.
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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IL
02/26/2024 - Present
Rockefeller Financial LLC (Chicago IL)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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