linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Meghan Kelly

Vicus Capital, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Meghan? Claim Your Profile

About Meghan Kelly

Meghan Kelly is a registered investment advisor representative with Vicus Capital, Inc. based in Rochester, NY. Meghan is also a registered investment advisor representative in New York. Meghan has been in the industry since 2022 and is licensed to sell fixed insurance products. Meghan Kelly specializes in financial planning and asset management. Meghan has been a registered representative since 2024. She holds a Series 66 license, Series 7TO license, and SIE license. Meghan Kelly provides financial advisory services to individuals, high-net-worth individuals, corporations, and retirement plans.

Firm Information

Meghan Kelly is currently registered with Vicus Capital, Inc.. Vicus Capital, Inc. is an investment advisor based in STATE COLLEGE, PA, with 67 licensed agents and 87 investment advisor representatives. They advise individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has over $2 billion in regulatory assets under management. They offer financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.
Vicus Capital, Inc.

476 ROLLING RIDGE DRIVE

STATE COLLEGE, PA 16801

$2.25B

Assets Under Management

297

Total Clients

73

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Meghan Kelly’s Registration & Firm History

NY

06/19/2024 - Present

Vicus Capital, Inc. (Rochester NY)

Not sure if Meghan Kelly is right for you?

Licenses & Designations

BOTH

Issued 06/19/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/27/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Kelly.
Not sure if Meghan Kelly is right for you?