Patrick Kelley
Financial Advisor at Prudential
- Role
- Financial Advisor at the Prudential Insurance Company of America at Prudential Financial
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patrick Kelley
As a Financial Advisor, I help individuals, couples and families grow their assets for…
Experience
Financial Advisor at the Prudential Insurance Company of America
Sep 2017 — Present
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
Skills
- Retirement Planning
- Life Insurance
- Financial Planning
- Series 7
- Series 65
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