Daniel Kelly's
email & phone

Current Position:

Raymond James at Raymond James

Experience:

39 years

Location:

Martinsburg, West Virginia, United States

How to contact Daniel Kelly

k**@raymondjames.com

+1-***-***-1964

Work Experience

Raymond James at Raymond James

Nov 2023 - Current

Tax Desk- Financial Advisor - Contractor at Experis/Manpower Group

Sep 2022 - May 2023

Lead Advisor at FAI Wealth Management

Jun 2020 - Feb 2022

Financial Planner at Raymond James Financial, Inc.

Jan 2016 - Jun 2020

Financial Coach at Magellan Federal

May 2015 - Jan 2016

Personal Financial Counslor at Zeiders Enterprises, Inc.

Sep 2012 - Aug 2015

Benefits Consultant (Contract) at Retirement Educators, Inc.

Jun 2012 - Nov 2012

Available for new opportunities. at .

Jan 2012 - Jun 2012

. at Career note.

Feb 2010 - Jan 2012

Sr. Financial Advisor at United Nations Federal Credit Union

Nov 2008 - Jun 2009

Sr. Individual Consultant, Compliance Manager at TIAA

Feb 1994 - Oct 2008

Certified Financial Planner (TM) Sole Practitioner at Daniel M. Kelly, CFP®

Aug 1992 - Feb 1994

Senior Financial Representative at Fidelity Investments

Jan 1986 - Aug 1992

Daniel Kelly started working in 1986, then the employee has changed 12 companies and 12 jobs. On average, Daniel Kelly works for one company for 3 years.

Education

Masters of Science (MS) at College for Financial Planning

Bachelors of Science (BS) at Southern Connecticut State University

Current Company Information Raymond James

Name: Raymond James

Speciality: Personal Investing, Capital Markets, Banking

Location: St. Petersburg, Florida, United States

Employees: 10000+

Description: Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporati...

Frequently Asked Questions

What is Daniel Kelly's minimum period of employment in the companies?

Daniel Kelly's minimum period of employment in various companies is 5 months.

What is Daniel Kelly's average duration of employment for different companies?

On average, Daniel Kelly works for one company for 3 years

What industries has Daniel Kelly worked in?

Daniel Kelly works in the Financial Services. Previously, Daniel Kelly worked in the Staffing and Recruiting, and Investment Management, and Management Consulting, and Individual & Family Services.

What positions has Daniel Kelly held before?

Previously, Daniel Kelly worked as a Tax Desk- Financial Advisor - Contractor, and Lead Advisor, and Financial Planner, and Financial Coach, and Personal Financial Counslor.

How do I contact Daniel Kelly?

Daniel Kelly's email address is k**@raymondjames.com, phone number is +1-***-***-1964. Sign up to get contact details.

Who is the Chairman & CEO of the Raymond James?

The Chairman & CEO of the Raymond James is Paul C. Reilly

Who are Daniel Kelly's peers at other companies?

Daniel Kelly's peers at other companies are Robert Henson and Angela Ruddell

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Daniel Kelly Namesakes

Name

Company

Position

Daniel Kelly

DMB Associates, Inc.

Chief Operating Officer

Daniel Kelly's email & phone