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Joseph G Kelly
Joseph G. Kelly, Financial Advisor


 
ITI Strategies, Inc. 
994 Main Street 
Peekskill, NY 10566 
Phone: 914-734-2800 
Toll Free: 800-290-6534 
Fax: 914-734-2819 
Email: jgkelly@itistrategies.com 

Joseph Kelly is a dedicated financial services professional with over 25 years of experience. His career began working on the Institutional Trading Desk of the former Bear Stearns & Co. After 10 years of service at Bear Stearns an opportunity arose for him to help establish an Equity Trading Desk at J.P. Morgan. The extensive knowledge gained from his past institutional trading experience provided him with a unique ability to establish an independent financial advisor practice which he has been successfully building over the last ten years at ITI Strategies.

Joseph believes communication is critical to any type of relationship. He stresses the importance of a comprehensive long-term financial strategy tailored to each individual client, by working to understand their financial objectives and risk tolerance.

Once a customized financial plan has been established, he periodically meets with clients to review and possibly adjust each client's portfolio based upon current economic conditions, life changing events, taxation, and several other factors.

Joseph Kelly is a Registered Representative, fully registered to conduct any type of securities transaction for his clients and holds New York licenses for both life and health insurance. He lives locally in Cortlandt Manor and is proud to be part of the ITI Strategies Peekskill office, which provides investment, tax, and insurance planning.

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994 Main Street, Peekskill, NY 10566
Phone: 914-734-2800 Fax: 914-734-2819 Email: larry@itistrategies.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies Inc. are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CA, CT, DC, WA, DE, FL, GA, IL, MA, MD, NC, NJ, NV, PA, RI, SC, TX, VA.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.
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Check the background of this financial professional on FINRA's BrokerCheck.