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 a focus on providing financial planning and portfolio management services for individuals and corporations. Patrick Kelly is a Certified Financial Planner™ and has been working in the industry since 2008. Patrick Kelly is currently registered as an Investment Advisor Representative with Aries Financial Navigators, Inc. Patrick Kelly was previously registered with M HOLDINGS SECURITIES, 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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
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2
PA
09/28/2020 - Present
Aries Financial Navigators, Inc. (LITITZ PA)
PA
05/19/2008 - 01/12/2010
M HOLDINGS SECURITIES, INC. (BERWYN PA)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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