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 an investment advisor with The Leaders Group, Inc. Kevin's experience in the industry began in 1984 and he currently holds a Series 6 license. Kevin has worked for several firms throughout his career, including Saybrus Equity Services, LLC, Phoenix Equity Planning Corporation, and Pruco Securities, LLC.
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.
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.
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2
CO
07/19/2021 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CO
05/21/2019 - 08/14/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
03/29/2018 - 03/04/2019
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CT
05/28/2014 - 03/23/2018
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
OH
04/06/2010 - 06/06/2014
PACIFIC SELECT DISTRIBUTORS, INC. (INDEPENDENCE OH)
OH
02/04/2009 - 12/11/2009
PHOENIX EQUITY PLANNING CORPORATION (MIDDLEBURG HEIGHTS OH)
OH
06/05/2006 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (MIDDLEBURG HEIGHTS OH)
NJ
09/24/1984 - 06/08/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
NA
07/02/1983 - 04/12/1984
IDS MARKETING CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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