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 who has been in the industry since 2013. Michael is currently registered with Ameriprise Financial Services, LLC and holds Series 6, 7, 63, and 66 licenses. Michael previously worked with Edward Jones and Lincoln Financial Distributors, Inc. Michael is a Certified Financial Planner™ and provides services such as financial planning, asset allocation, portfolio management, and educational seminars. Michael specializes in providing financial advice to individuals, high net worth individuals, trusts/estates, charitable organizations, pension and profit sharing plans, and corporations or other 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
03/11/2021 - Present
Ameriprise Financial Services, LLC (Glastonbury CT)
CT
01/02/2020 - 03/01/2021
EDWARD JONES (NORTH HAVEN CT)
PA
06/27/2013 - 11/19/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 02/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kelley is the right advisor for you? Invested Better is here to help.
