Kevin
Kelly
Western International Securities, Inc
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About this Advisor
Kevin Kelly is a financial advisor based in Traverse City, Michigan, working with Western International Securities, Inc. Kevin has previously held positions at Kevin Paul Kelly & Associates, Financial West Group, Western International Securities, Inc, and Kevin Paul Kelly, Esq. Kevin has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Kevin is part of Western International Securities, Inc, which operates out of Traverse City, Michigan. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western International Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,687,422,987
461
12,197
$302,322
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Kelly Work History
Western International Securities, Inc
Kevin Paul Kelly & Associates
Kevin Paul Kelly, Esq
Financial West Group
Disclosures
Please visit the SEC profile of Kevin Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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