Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Matthew Kelly is a financial advisor who has been in the industry since 2017. Ross Kelly is currently registered as an Investment Advisor Representative with Charles Schwab & CO., Inc. in Austin, Texas and is licensed in 53 states, including Texas. Ross Kelly has also passed Series 63, 66, 7, and the SIE exams. Ross Kelly has worked in the financial services industry since 2015, with experience at various firms. Prior to joining Charles Schwab & CO., Inc. in 2016, Ross Kelly worked at Southern Wealth Management, LLP.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/16/2021 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 03/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Ross Kelly is the right advisor for you? Invested Better is here to help.
