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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Michael Kelley is an investment advisor representative at Granite Harbor Advisors, Inc. in Houston, Texas. He specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Thomas holds the Series 7TO, SIE, and Series 6 licenses. He has been in the financial services industry since 2016. Previously, he worked at Fidelity Brokerage Services LLC and Northwestern Mutual Investment Services, LLC in Houston, Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/05/2024 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
TX
01/27/2022 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
07/25/2016 - 11/30/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
IA
Issued 10/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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