Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kelly is a registered investment advisor representative with Hartford Funds. Kevin has been in the industry since March 19, 2013. Kevin holds the Series 7, Series 66 and SIE licenses. Kevin has experience with both Blackrock Investments and Lord Abbett Distributor LLC. The advisor is currently registered in Delaware, New Jersey, Ohio and Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
A percentage of the total value of assets under management is charged.
Fees related to 529 plans and model recommendations.
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2
PA
10/19/2023 - Present
Hartford Funds (WAYNE PA)
NJ
07/02/2015 - 10/05/2023
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
04/30/2013 - 05/04/2015
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
09/14/2012 - 01/02/2013
MORGAN STANLEY (SHREWSBURY NJ)
BOTH
Issued 05/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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