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 has been a financial advisor since 1984. Patrick Kelly is currently registered with SPC in Highlands Ranch, CO. Patrick Kelly has previously worked for SIGMA FINANCIAL CORPORATION, PRESIDENTIAL BROKERAGE, INC., STANFORD GROUP COMPANY, KIRKPATRICK, PETTIS, SMITH, POLIAN INC., R A F FINANCIAL CORPORATION, HIBBARD BROWN & CO., INC., PAINEWEBBER INCORPORATED, SHERWOOD CAPITAL, INC. and FIRST JERSEY SECURITIES, INC. Patrick Kelly is currently licensed in Colorado and has previously been registered in California, Florida, Kansas, and Utah. Patrick Kelly offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Consultation 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.
Seminar attendance fees
1
2
CO
12/02/2008 - Present
SPC (HIGHLANDS RANCH CO)
CO
12/01/2008 - 06/15/2020
SIGMA FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
CO
12/20/2001 - 12/26/2008
PRESIDENTIAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)
TX
07/17/2001 - 01/15/2002
STANFORD GROUP COMPANY (HOUSTON TX)
NE
12/15/1997 - 07/18/2001
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
CO
09/01/1994 - 12/03/1997
R A F FINANCIAL CORPORATION (DENVER CO)
NY
10/23/1990 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NJ
07/11/1988 - 09/17/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/24/1988 - 07/19/1988
HIBBARD BROWN & CO., INC.
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
05/25/1984 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Patrick Kelly is the right advisor for you? Invested Better is here to help.
