Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Butch Kelly is a financial advisor with Wedbush Securities Inc., a firm with over 500 registered representatives. Michael Butch Kelly has been in the financial services industry since 1992. He has been with Wedbush Securities Inc. since 2013. Michael Butch Kelly holds several licenses, including Series 7 and 63. He provides services such as financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Wedbush Securities Inc., Michael Butch Kelly worked at Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and H.J. Meyers & Co., Inc. Michael Butch Kelly is registered in 24 states.
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.
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
CA
08/23/2019 - Present
Wedbush Securities Inc. (NEWPORT BEACH CA)
CA
07/01/2003 - 11/05/2013
WELLS FARGO ADVISORS, LLC (LA JOLLA CA)
NY
01/03/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/03/1994 - 07/25/1996
H.J. MEYERS & CO., INC.
NY
07/07/1993 - 07/25/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CO
11/11/1992 - 06/29/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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