Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kelly, a Certified Financial Planner, is an investment advisor representative with Procyon Advisors, LLC. Michael has over 20 years of experience in the financial services industry and holds licenses to conduct business in Virginia. Michael has held various positions at multiple financial institutions, including Charles Schwab & Co., Inc. and Commonwealth Financial Network, and is experienced in providing financial planning, investment advice, and portfolio management services. Michael has a strong focus on providing comprehensive financial solutions to individuals, families, and businesses.
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.
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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CT
05/24/2021 - Present
Procyon Advisors, LLC (SHELTON CT)
VA
03/22/2006 - 01/08/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NORFOLK VA)
TX
09/17/2003 - 03/10/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
10/01/2002 - 09/08/2003
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
08/15/2002 - 09/30/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
08/31/2001 - 08/08/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
09/10/1999 - 09/04/2001
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
IA
Issued 12/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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