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Philip Paul Kelly

Paychex Securities Corp.

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About Philip Paul Kelly

Philip Paul Kelly is a financial advisor currently registered with Paychex Securities Corp. Philip has been in the financial services industry for over 20 years. Philip has held previous positions at VOYA FINANCIAL PARTNERS, LLC, UVEST FINANCIAL SERVICES GROUP, INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, PEOPLE'S SECURITIES, INC., AXA ADVISORS, LLC, and LIBERTY SECURITIES CORPORATION. Philip is licensed to provide investment advice and sell securities in 51 states and the District of Columbia.

Firm Information

Philip Kelly is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Philip Kelly’s Registration & Firm History

NY

11/07/2023 - Present

Paychex Securities Corp. (Rochester NY)

CT

03/15/2012 - 06/08/2023

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CT

12/04/2009 - 11/29/2010

UVEST FINANCIAL SERVICES GROUP, INC. (WEST HARTFORD CT)

CT

02/12/2008 - 01/30/2009

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

CT

04/03/2002 - 01/24/2008

PEOPLE'S SECURITIES, INC. (SOUTHINGTON CT)

NY

11/08/2001 - 01/14/2002

AXA ADVISORS, LLC (NEW YORK NY)

NY

09/04/2001 - 10/12/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

03/23/2000 - 05/05/2000

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

TX

08/27/1998 - 03/22/2000

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/27/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Paul Kelly.
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