Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kelly is a financial advisor with over 35 years of experience in the industry. Patrick is a Certified Financial Planner™ professional and is registered with Raymond James Financial Services Advisors, Inc. Patrick Kelly & Associates is a separate entity that is not a registered investment advisor. Patrick’s experience includes a focus on the needs of high-net-worth individuals, insurance companies, charitable organizations, corporations, and businesses. Patrick is also a registered representative and investment advisor representative in several 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (PLYMOUTH MN)
MN
10/31/2005 - 11/27/2007
AIG FINANCIAL ADVISORS, INC. (GOLDEN VALLEY MN)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
12/14/1988 - 03/13/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
12/23/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/20/1987 - 01/06/1988
BOARDWALK CAPITAL CORPORATION
NA
05/23/1985 - 04/24/1987
R. J. STEICHEN AND COMPANY
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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