Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kelley is a financial advisor with over 35 years of experience in the industry. Robert is currently registered with LPL Financial LLC in South Windsor, CT and is licensed to provide investment advice in nine states. Robert has also previously worked with Securities America, Inc., National Planning Corporation, Park Avenue Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Robert specializes in providing financial planning, portfolio management, and other non-discretionary advisory services. Robert is dedicated to helping clients achieve their financial goals and has a strong track record of success.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
02/03/2023 - Present
LPL Financial LLC (SOUTH WINDSOR CT)
FL
10/31/2017 - 02/02/2023
SECURITIES AMERICA, INC. (THE VILLAGES FL)
CT
09/06/2013 - 11/08/2017
NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)
CT
03/09/2006 - 09/12/2013
PARK AVENUE SECURITIES LLC (FARMINGTON CT)
MA
01/27/2000 - 03/03/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/27/2000 - 03/03/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
06/01/1998 - 02/16/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/07/1988 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 05/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/02/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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