Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Kelly is a financial advisor who has been in the industry since 1993. Sidney is registered with Avantax Investment Services, Inc. and Avantax Advisory Services. Sidney has a wide range of experience, having worked with firms such as AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Walnut Street Securities, Inc., North American Management, Inc., and American Classic Securities, Inc. Sidney is also a Certified Financial Planner. Sidney's primary office is located in Shelby Township, MI.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
07/20/2007 - Present
Avantax Investment Services, Inc. (SHELBY TOWNSHIP MI)
NY
03/11/1998 - 11/07/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/11/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
06/01/1996 - 06/12/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
02/14/1995 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
FL
12/04/1991 - 06/17/1993
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
12/14/1987 - 12/02/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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