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 is a financial advisor with Oppenheimer & Co. Inc., based in Chicago, Illinois. Michael has been in the financial industry since 1989 and has experience with a variety of investment products and services. Michael is registered to provide investment advice in a number of states, including Illinois, Texas, and New York. Michael is also a registered representative of Oppenheimer & Co. Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
03/02/2018 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
09/28/1999 - 03/05/2018
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
NY
08/09/1994 - 10/19/1999
SCHRODER & CO. INC. (NEW YORK NY)
NY
05/02/1990 - 08/15/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/18/1989 - 05/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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