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 an investment advisor representative at Masterworks Advisers, LLC, and is registered with the state of New York and Texas. Kevin has been in the industry since 2021, and has held previous positions at Arete Wealth Management, LLC and Northwestern Mutual Investment Services, LLC. Kevin Kelly holds the Series 66, Series 7TO, and SIE licenses.
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.
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.
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NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
12/21/2021 - 02/27/2023
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
07/15/2021 - 09/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
BOTH
Issued 02/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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