Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Kelly is a financial professional with a focus on providing investment advice to clients. Samuel has been in the financial industry since March 3, 2021 and is currently registered with Sammons Financial Network, LLC. Prior to this, Samuel was employed with The Leaders Group, INC. Samuel holds the Series 63, Series 6TO and SIE licenses. Samuel is registered to provide financial advice in Iowa.
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.
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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IA
09/26/2022 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
KY
12/18/2020 - 07/11/2022
THE LEADERS GROUP, INC. (Louisville KY)
BC
Issued 02/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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