Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kelly is a financial advisor currently registered with United Capital Financial Advisors. William has been working in the financial industry for over two decades and has a wide range of experience. William has worked for several firms, including Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. William has a strong track record of success and is committed to providing his clients with the highest level of service. William holds the Series 7, Series 24, Series 63 and Series 65 licenses. William also holds the Certified Financial Planner designation. William is a trusted advisor who can help you achieve your financial goals.
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.
Sub-adviser for other investment advisers
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.
1
2
FL
01/22/2025 - Present
United Capital Financial Advisors (BOCA RATON FL)
MD
01/11/2022 - 11/14/2023
GOLDMAN SACHS & CO. LLC (TIMONIUM MD)
MD
11/01/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (HUNT VALLEY MD)
MD
01/03/2012 - 11/01/2017
GIRARD SECURITIES, INC. (HUNT VALLEY MD)
NY
06/30/2003 - 12/31/2011
HAROLD C. BROWN & CO., LLC (BUFFALO NY)
NY
08/13/1999 - 06/30/2003
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
NA
06/22/1988 - 08/31/1988
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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