Patrick Kelly (CRD# 5469715) is an Investment Advisor Representative working at Aries Financial Navigators, Inc. in Lititz, PA and has over 15 years of experience in the finance industry. Patrick Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aries Financial Resources, LLC | Lititz, PA | Feb 2019 - Current | 5 |
| Aries Financial Navigators, Inc. | Lititz, PA | Feb 2019 - Current | 5 |
| Rodgers & Associates | Lancaster, PA | Sep 2015 - Feb 2019 | 3 |
| Lehman Financial Resources, Inc. | Media, PA | Jan 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- PA
- TX
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$304,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
PA, TX
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