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Patrick Kelly

Advisor

Role and Company

President, KAG, LLC

Expertise

36 years experience in financial services

Location

Boca Raton, FL

About Patrick

My son is currently serving; US Army, Medical Branch. I have been in the financial services industry for more than three decades. Holding most senior executive positions; including, the CEO of a bank and Managing Director of one of the largest fixed income businesses in the world. I am semi-retired; selectively applying my experience in areas of keen interest.

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Articles by Patrick

one month ago

Wise and Deliberate Investing/A Career in the Securities (or banking) Industry

Perhaps a career in the securities (or banking) industry is of interest. If so, here are some core principles to...

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Patrick's Recent Answers

8 days ago

Starting a new career as a financial advisor

As a financial advisor you’ll need to obtain a series 7 license as well as others, but the 7 is the...

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22 days ago

A Career in Finance

I would be happy to assist you. I have had a 37 year (and counting) career in finance. I can be...

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