Unclaimed
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 LPL Financial LLC, a large firm managing over $50 billion in assets. Michael has been in the financial industry since 2001 and has a broad range of experience with a variety of client types, including individuals, families, businesses, and retirement plans. Michael holds Series 6, 7, 63, and 65 licenses and has a strong understanding of investment products and services. Michael is committed to helping clients achieve their financial goals through personalized financial planning and investment management strategies.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
01/12/2015 - Present
LPL Financial LLC (DUXBURY MA)
MA
07/17/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (DUXBURY MA)
RI
06/21/2002 - 10/08/2002
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
IL
10/19/2001 - 06/17/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
02/15/2000 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
06/10/1999 - 02/15/2000
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
07/10/1998 - 06/10/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 12/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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