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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Edward Kelly is a financial advisor with Ameriprise Financial Services, LLC. Scott Kelly is a registered representative with over 20 years of experience in the financial industry. Scott Kelly has held licenses in various states and previously worked for firms such as Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc.. Scott Kelly is also a board member of a non-profit organization.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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CT
02/21/2024 - Present
Ameriprise Financial Services, LLC (Westport CT)
CT
03/06/2009 - 02/19/2020
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
04/03/2002 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NJ
07/17/2000 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
04/03/1996 - 12/05/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/1996 - 12/05/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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