Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Kelly is a financial advisor with Bankers Life Advisory Services, Inc. Raymond has been in the financial services industry since 2002 and holds Series 7, SIE and Series 66 licenses. Raymond specializes in providing financial planning and portfolio management services to individuals, high net worth individuals and pension and profit sharing plans. Raymond is also a registered insurance agent and is authorized to sell health, life and annuity products for Bankers Life and Casualty Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
10/31/2018 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
MN
01/11/2016 - 01/02/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
TN
03/30/2010 - 09/15/2015
CURIAN CLEARING, LLC (FRANKLIN TN)
DE
02/18/2010 - 03/23/2010
PNC INVESTMENTS (WILMINGTON DE)
RI
06/21/2007 - 12/04/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
09/29/2006 - 03/15/2007
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
04/08/2002 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
04/14/1999 - 08/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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