Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Patrick Kelly is a financial advisor with over 20 years of experience in the industry. Timothy is currently registered with LPL Financial LLC and has been with the firm since February 2018. Before joining LPL Financial LLC, Timothy worked with INVEST FINANCIAL CORPORATION from January 2007 to February 2018, and with NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. from June 1989 to January 1992. Timothy has passed the Series 6, Series 7, and Series 63 exams. Timothy is registered in New York and New Hampshire. Timothy specializes in providing financial planning services to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/14/2018 - Present
LPL Financial LLC (MELVILLE NY)
NY
01/17/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (MELVILLE NY)
NA
06/24/1989 - 01/16/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC.
NA
06/24/1989 - 12/19/1991
ROBERT W. BAIRD & CO. INCORPORATED
BC
Issued 11/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Kelly is the right advisor for you? Invested Better is here to help.
