Peter KellyCRD Number: 4440378
Current Firm: Charles Schwab & Company, Inc.
Peter Kelly (CRD# 4440378) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 12 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Uber||Winter Springs, FL||Jul 2016 - Current||< 1|
|Charles Schwab & Company, Inc.||Orlando, FL||Dec 2010 - Current||6|
|Bonddesk Trading LLC||New York, NY||Jun 2010 - Dec 2010||< 1|
|Axa Advisors||New York, NY||Aug 2009 - Jun 2010||< 1|
|Unemployed||New York, NY||Dec 2008 - Aug 2009||< 1|
|Aig Global Investment Group||New York, NY||Apr 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV