Unclaimed
Patrick Kelley is an investment advisor with Pruco Securities, LLC. Patrick has over 12 years of experience in the financial services industry. Patrick holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Patrick has an active registration in 16 states. Patrick's previous experience includes working for Raymond James Financial Services, Inc. and Prudential Insurance Company of America. Patrick provides financial planning, selection of other advisors, and portfolio management services.
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.
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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.
Compensation from lpl enterprise, llc
1
2
FL
01/30/2019 - Present
Pruco Securities, LLC (St. Petersburg FL)
FL
08/08/2016 - 08/01/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAND O' LAKES FL)
FL
09/09/2011 - 07/18/2016
PRUCO SECURITIES, LLC. (TAMPA FL)
BC
Issued 07/05/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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