Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kelly is a registered Investment Advisor Representative at SJS Investment Services. Thomas has been in the industry since June 2014, working previously at Christian Brothers Investment Services and CBIS Financial Services, Inc. Thomas has a Series 63 and Series 7 licenses and holds the Chartered Financial Analyst designation. Thomas specializes in working with individuals, families, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
IL
07/20/2018 - Present
SJS Investment Services (Chicago IL)
IL
09/26/2014 - 06/11/2018
CBIS FINANCIAL SERVICES, INC. (CHICAGO IL)
BC
Issued 10/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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