Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kelley is an Investment Advisor Representative at Envestnet PMC, a firm with approximately $1 billion - $10 billion in assets under management. Timothy has been in the industry for over 25 years and has a diverse background in financial services. Timothy is a Certified Financial Planner and holds both the Series 7 and Series 65 licenses. Prior to joining Envestnet PMC, Timothy was an Advisor at Westmoreland Capital Corporation and BlackRock Investments, LLC. Timothy focuses on providing portfolio management and other advisory services to a diverse clientele, including individuals, businesses, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
01/19/2024 - Present
Envestnet PMC (CHICAGO IL)
TX
07/26/2019 - 01/03/2023
WESTMORELAND CAPITAL CORPORATION (ARLINGTON TX)
NY
10/14/2008 - 01/11/2018
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
IL
07/10/2003 - 08/01/2008
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
NY
04/09/2001 - 04/09/2003
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
07/31/1998 - 08/23/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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