Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Joseph Kelly is an investment advisor representative at Verdence Capital Advisors, LLC. Leo is licensed in Maryland and Texas. Leo has been in the securities industry since August 1997. Prior to joining Verdence Capital Advisors, LLC, Leo was employed at Hightower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leo has a strong track record of providing investment advice to a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Leo is also a board member and shareholder of Devils River Holdings LLC, a holding company for a whiskey distillery.
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.
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.
Consulting
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
MD
06/26/2017 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
MD
02/17/2012 - 06/30/2017
HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)
MD
08/12/1997 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 11/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Leo Kelly is the right advisor for you? Invested Better is here to help.
