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William Kenan Kelly

Nationwide Investment Services Corp.

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About William Kenan Kelly

William Kenan Kelly is a financial professional with over 24 years of experience in the industry. William has a strong track record of success in helping clients achieve their financial goals. He is currently registered with Nationwide Investment Services Corp. William has previously held positions with MML Distributors, LLC, VOYA FINANCIAL PARTNERS, LLC, VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC and AMERICAN UNITED LIFE INSURANCE COMPANY. William holds the Series 6, Series 63, Series 26 and Series 6TO licenses.

Firm Information

William Kelly is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Kelly’s Registration & Firm History

OH

06/12/2024 - Present

Nationwide Investment Services Corp. (COLUMBUS OH)

MA

11/01/2017 - 12/31/2020

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

CT

02/09/2015 - 07/28/2017

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

MA

02/16/2012 - 02/09/2015

VOYA FINANCIAL ADVISORS, INC. (NATICK MA)

CT

06/25/2008 - 02/24/2012

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

IN

04/28/1995 - 06/23/2008

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

04/28/1995 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 07/29/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/05/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Kenan Kelly. Review regulatory record here.
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