Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kelley is a financial advisor with over 20 years of experience in the financial services industry. Kevin has a strong track record of helping clients achieve their financial goals. Kevin is a Registered Representative and Investment Advisor Representative, licensed in several states. Kevin holds both Series 7TO and Series 66 licenses as well as the Securities Industry Essentials Examination (SIE) credential. Kevin is also a Chartered Financial Consultant. Kevin is currently employed with Fidelity Personal and Workplace Advisors. Kevin was previously employed by MML Investors Services, LLC. Kevin specializes in Retirement Planning, Investment Planning, and Financial Planning. Kevin has a passion for helping people achieve financial security and live a comfortable retirement.
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
GA
08/16/2023 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
TN
08/24/2020 - 02/13/2023
MML INVESTORS SERVICES, LLC (Franklin TN)
BOTH
Issued 11/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kevin Kelley is the right advisor for you? Invested Better is here to help.
