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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kelley is a financial advisor with Raymond James & Associates, Inc. with over 25 years of experience in the financial services industry. Michael Kelley is registered with FINRA and holds the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE licenses. Michael Kelley has experience working with high net worth individuals, insurance companies, corporations, and other institutions. Michael Kelley also serves as a board member for Timuquana Country Club and The Episcopal School of Jacksonville Foundation. Michael Kelley is a licensed investment advisor representative in Florida.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/16/2020 - Present
Raymond James & Associates, Inc. (Jacksonville FL)
FL
05/21/2013 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
MA
05/28/2009 - 04/09/2013
RBC CAPITAL MARKETS, LLC (BOSTON MA)
MA
09/26/1997 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
FL
09/26/1995 - 07/22/1997
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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