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Kelly Buckley

Intro Book
Veteran financial expert with leadership skills and Top Secret SCI security clearance.
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Location
Nicholasville, Kentucky, United State...
Skills
  • Investment Advisory
  • Financial Planning
  • Money Management
  • Wealth Building
  • Asset Management
  • Show all
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Bio

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Kelly Buckley is a seasoned financial professional with extensive experience in investment advisory, financial planning, and wealth management. He holds multiple certifications, including the Series 24 and Series 65 licenses, as well as a Certified Financial Planner (CFP) designation. With his leadership skills and Top Secret SCI security clearance, he provides strategic planning and management services to clients. As a veteran, he brings a unique perspective to his work. Kelly holds a pilot's license and has a strong background in asset management and investment management.

Credentials

  • Series 24 - General Securities Principal
    Financial Industry Regulatory Authority (FINRA)
    Jul, 1995
    - May, 2026
  • Series 65 - Uniform Registered Investment Advisor
    Financial Industry Regulatory Authority (FINRA)
    Feb, 1995
    - May, 2026
  • Series 63 - Uniform Securities Agent State Law
    Financial Industry Regulatory Authority (FINRA)
    Oct, 1987
    - May, 2026
  • Series 7 - General Securities Representative
    Financial Industry Regulatory Authority (FINRA)
    Oct, 1987
    - May, 2026
  • FAA License
    Commercial pilot, multi-engine, instrument
    Jun, 1980
    - May, 2026
  • Accredited Asset Management Specialist
    College for Financial Planning
    Dec, 2023
    - May, 2026
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Nov, 1987
    - May, 2026
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Industry Focus. “Investment Banking”

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