Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard L. Kelly is a financial advisor with over 12 years of experience in the industry. Richard is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2012. Prior to that, Richard was registered with Chase Investment Services Corp. from May 2010 until October 2012. Richard is licensed to provide financial advice in Louisiana. Richard has passed the Securities Industry Essentials Examination (SIE) and the Series 6 exam. Richard provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other businesses. Richard is based in Metairie, Louisiana and works out of the J.P. Morgan Securities LLC office located at 3783 VETERANS BLVD.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
LA
10/01/2012 - Present
J.p. Morgan Securities LLC (METAIRIE LA)
LA
05/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (METAIRIE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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