Located in the Downtown San Diego Office of Wedbush Securities, Michael B. Kelly is Vice President, Investments with over 20 years of experience in the securities industry. He approaches the financial advisory process by first partnering with his clients to establish realistic goals and strategies. Then, through applying time-tested tools and techniques, he creates customized financial plans, monitors performance and adjusts portfolios as needed based on changes in objectives or market condition. With a commitment to professionalism, competence and confidentiality, Michael works towards helping clients and their needs first. He has experience in assisting non-profits establish funding strategies and works closely with legal and tax professionals.
Michael B. Kelly graduated from California State University, Chico with a Bachelor of Arts in Economics in 1992. In addition, Mike and his wife, Corry-Lyn, have been happily married for over 20 years. They have raised four terrific children together and continue to actively participate in the local San Diego community. In his free time, Michael enjoys golfing, going to the beach and spending time outdoors.
Recognized by the firm as a member of the prestigious President’s Club for her outstanding contributions.
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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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