Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Kelly has been working in the financial industry since 1981 and has a strong track record of success. Kevin is currently a Registered Representative of Western International Securities, Inc., a leading independent financial services firm. Kevin specializes in providing financial planning, portfolio management, and investment advice to a diverse client base. He is dedicated to understanding his clients' individual needs and goals, and he works closely with them to develop personalized strategies that help them achieve their financial objectives. Kevin is a Certified Financial Planner (CFP®) and has a Juris Doctor degree from the University of Michigan. Kevin is also the principal of Kevin Paul Kelly & Associates, a financial and investment management firm, where he has been providing advice and legal services since 1995. Kevin is committed to providing his clients with the highest level of service and is dedicated to building long-term relationships.
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.
1
2
MI
12/09/2024 - Present
Western International Securities, Inc. (Traverse City MI)
MI
07/21/2003 - 08/21/2017
FINANCIAL WEST GROUP (TRAVERSE CITY MI)
GA
06/14/1995 - 07/28/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/02/1987 - 06/21/1995
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
NA
11/17/1981 - 04/06/1987
FSC SECURITIES CORPORATION
NA
11/27/1984 - 12/10/1984
TITAN CAPITAL CORPORATION
BOTH
Issued 06/28/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Kelly is the right advisor for you? Invested Better is here to help.
