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Willis Zeddie Kelley

American Financial Associates, Inc.

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About Willis Zeddie Kelley

Willis Kelley is a registered representative with American Financial Associates, Inc. and has been in the securities industry since 1990. Willis is licensed to provide investment advice in Pennsylvania, New York and New Jersey. Willis holds Series 6, 7, 24, 63 and 65 securities licenses and has been a registered representative with American Financial Associates, Inc. since 2001. Prior to joining American Financial Associates, Inc., Willis worked at LINSCO/PRIVATE LEDGER CORP., VALLEY NATIONAL INVESTMENTS, INC., HACKETT ASSOCIATES, INC. and NORTH AMERICAN MANAGEMENT, INC..

Firm Information

Willis Kelley is currently registered with American Financial Associates, Inc.. American Financial Associates, Inc. is a Corporation formed on July 23, 1991 and approved in 19 states, including Arizona, California, Delaware, Florida, Indiana, Louisiana, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

7

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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Willis Kelley’s Registration & Firm History

PA

08/01/2001 - Present

American Financial Associates, Inc. (EASTON PA)

SC

11/10/1993 - 07/24/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

PA

08/31/1992 - 11/16/1993

VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)

PA

10/31/1990 - 08/21/1992

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

SD

06/22/1990 - 11/06/1990

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

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Licenses & Designations

IA

Issued 02/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1991

Series 7 - General Securities Representative Examination

BC

Issued 06/21/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Willis Zeddie Kelley. Review regulatory record here.
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