Willis Z. Kelley
Professional summary
Willis Zeddie Kelley, who also goes by Bill Kelley, is a registered financial professional currently at AMERICAN FINANCIAL ASSOCIATES, INC. located in Easton, Pennsylvania.
Willis is registered as a RR (Registered Representative) and started their career in finance in 1990. Willis has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Willis Zeddie Kelley's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2001 - Present
AMERICAN FINANCIAL ASSOCIATES, INC.
Office #1: 1700 Northampton St. Suite A, Easton, PA 18042November 10, 1993 - July 24, 2001
LPL FINANCIAL LLC
August 31, 1992 - November 16, 1993
VALLEY NATIONAL INVESTMENTS, INC.
October 31, 1990 - August 21, 1992
HACKETT ASSOCIATES, INC.
June 22, 1990 - November 6, 1990
NORTH AMERICAN MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/28/2015)
(8/1/2001)
Exams
FINRA
Current Firm
AMERICAN FINANCIAL ASSOCIATES, INC.
CRD#: 29049 / SEC#: , 8-44065
Contact information
FINRA licenses (20 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
AMERICAN FINANCIAL ASSOCIATES, INC.
CRD#: 29049Easton, PA 18042TRUST BUT VERIFY
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