Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Kelley is a financial advisor with over 19 years of experience in the financial services industry. Terry is currently registered with Voya Financial Advisors, Inc., a firm that provides investment advisory services to individuals and businesses. Terry holds Series 6, 7, 10, 26, 63, and 66 securities licenses. Terry's professional background includes previous experience at J.P. Morgan Securities LLC, Equitable Advisors, LLC, Equity Services, Inc., and Nationwide Investment Services Corporation.
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.
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.
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
OH
12/07/2023 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
10/28/2019 - 11/29/2023
EQUITABLE ADVISORS, LLC (COLUMBUS OH)
OH
04/27/2017 - 02/22/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
02/26/2016 - 05/24/2016
EQUITY SERVICES, INC. (WESTERVILLE OH)
OH
06/09/2011 - 06/16/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (WESTERVILLE OH)
OH
08/11/2005 - 06/01/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
IL
07/06/2005 - 08/09/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/13/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
05/17/2002 - 01/07/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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