Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Kelly has over 24 years of experience in the financial services industry. Michael is a registered representative of Continuum Advisory, LLC and a registered investment advisor in both Maryland and Texas. Michael holds the Series 6, Series 63, and Series 65 licenses. In addition, Michael is the President/CEO of Kelly Risk Management, LLC, a property and liability insurance firm, and also operates Kelly Financial Advisors, LLC, a DBA for his investment business. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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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2
MD
04/05/2016 - Present
Continuum Advisory, LLC (Annapolis MD)
MD
11/14/2017 - 08/23/2024
TRIAD ADVISORS LLC (Annapolis MD)
MD
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (ANNAPOLIS MD)
MD
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ANNAPOLIS MD)
MD
04/07/2000 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ANNAPOLIS MD)
IA
Issued 05/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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