Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Kelly is a financial advisor who has been in the industry since 2017. Timothy Michael Kelly is currently registered with The Leaders Group, Inc. and is licensed in New Jersey. Timothy Michael Kelly holds the Series 6, Series 63, Series 65, Series 6TO, and SIE licenses. Timothy Michael Kelly has previously worked at Walnut Street Securities, Inc.
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.
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.
1
2
CO
03/31/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
12/04/2001 - 01/27/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 05/27/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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