Shannon Rachael Kelly

Financial Consultant +
Stock Broker

I break down complex financial problems to create effective & focused solutions that rapidly improve my clients portfolio profits.

Detailed Report

8184

Years of
Experience

8580

Portfolios
Handled

81.85

Happy
Clients

8184

State
Licenses

My Quality Services

Stock Broker & Investment Adviser with about 13 years of experience in building and accumulating profits in trading portfolios.

Personal Financial Consulting

Retirement Planning & Investing

Stock Brokerage & Diversification

Digital Assets & Securities

My Work History

2019 - Present (5 years)

UBS FINANCIAL SERVICES INC. (CRD# 8174)

Stock Broker | Investment Adviser

2016 - 2019 (2 years)

KEY INVESTMENT SERVICES LLC (CRD# 136300)

Stock Broker

2011 - 2016 (5 years)

LPL FINANCIAL LLC (CRD# 6413)

Stock Broker

My SRO Registrations

100%

FINRA

100%

NASDAQ

100%

NYSE

100%

Cboe Exchange, Inc.

My Clients Reviews

Empowering people throughout their financial journey with my premium and effective financial services

“ It was quite hard to find a genuine trustworthy and diligent broker like Shannon. She increased my Profits from under $35k to $120k within 4 months. .

Tim Bailey

Marketing Specialist

“Shannon handled my portfolio and turned my profit accumulation strategy around with her enormous expertise. I recommend her to every beginner out there”

Brandon Fraser

Software Developer

“I met Shannon through a colleague of mine in California, She accumulated quite a fortune on my portfolio and I can say that was one of the best decisions of my life.”.

Grace Withers

Nurse

“Shannon has been ever dependent, faithful and trustworthy since I started working with her in late 2019. I met her through an online seminar and it has been such an amazing financial experience.”