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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 Dylan Kelly is an investment advisor representative at Fidelity Personal AND Workplace Advisors with over 24 years of experience in the industry. Kevin Dylan Kelly is licensed in 53 states and has been with Fidelity Personal AND Workplace Advisors since 2018. Prior to that, Kevin Dylan Kelly was an investment advisor representative at Charles Schwab & CO., INC. for over 13 years. Kevin Dylan Kelly offers financial planning, educational seminars, and portfolio management for individuals and businesses.
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
UT
01/11/2019 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
11/08/1999 - 10/18/2012
CHARLES SCHWAB & CO., INC. (LOS GATOS CA)
MA
07/12/1999 - 10/21/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/09/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MN
08/06/1997 - 04/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/06/1997 - 04/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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