Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Henry Kelley is an investment advisor representative for Kinetic Investment Management, Inc.. Thomas is registered in New Hampshire and has been in the industry since November 2015. Thomas has a Series 65 license. Thomas's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, and Portfolio Management for Individuals. Thomas is also a licensed insurance agent and offers insurance products and services to clients, which may create a conflict of interest.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/19/2021 - Present
Kinetic Investment Management, Inc. (LOS ANGELES CA)
IA
Issued 11/22/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Kelley is the right advisor for you? Invested Better is here to help.
