Roland D. Kelly, CIC
Spectrum Asset Management Inc
Financial Planner in Newport Beach, CA
Address:1301 Dove St, Ste 970
Newport Beach, CA 92660
About Roland D. Kelly
Roland Kelly is a financial professional at Spectrum Asset Management Inc located in Newport Beach, California. Roland Kelly holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Roland Kelly provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Roland Kelly1301 Dove St, Ste 970
Newport Beach, CA 92660
Phone Number:
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Website:
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