Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Kelly is a financial advisor registered with SJS Investment Services. Kevin Kelly has been in the industry since 2000 and is licensed in Ohio. Kevin Kelly is a Chartered Financial Analyst (CFA) and provides financial planning, portfolio management services for individuals and businesses. Kevin Thomas Kelly has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Kevin Thomas Kelly is a registered investment advisor representative.
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.
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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OH
02/04/2004 - Present
SJS Investment Services (SYLVANIA OH)
TX
05/19/2000 - 10/24/2003
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
BC
Issued 06/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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