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Kevin F McNelly

Cetera Advisors LLC

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About Kevin F McNelly

Kevin McNelly is a financial advisor with Cetera Advisors LLC. Kevin has been in the industry for over 20 years and is registered in California, Massachusetts and New Hampshire. Kevin is also a Series 6 and Series 63 licensed professional. Prior to joining Cetera Advisors LLC, Kevin worked at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER and NEW ENGLAND SECURITIES.

Firm Information

Kevin McNelly is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kevin McNelly’s Registration & Firm History

MA

03/15/2019 - Present

Cetera Advisors LLC (GLOUCESTER MA)

MA

01/19/2006 - 12/31/2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DANVERS MA)

NY

04/24/2002 - 10/11/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kevin F McNelly. Review regulatory record here.
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