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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 Harrison Kelly is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since May 20, 2019. Kevin holds Series 63, 65, and 7 licenses and the SIE designation. Kevin has experience working with clients of various types, including individuals, high net worth individuals, charitable organizations, and pension plans. The advisor's practice provides a wide range of services, including financial planning, pension consulting, 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.
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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VA
11/16/2020 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
05/21/2019 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
IA
Issued 11/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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