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Mortimore K
Series 63, Series 65
New Orleans, LA
Mort Kelly Financial Services, LLC
Mortimore Kelly is the principal of Mort Kelly Financial Services, LLC in New Orleans, LA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2012. Outside of his advisory role, he serves as the licensed parliamentarian for the New Orleans Association of Health Underwriters, ensuring compliance with organizational bylaws and meeting procedures. Mort Kelly Financial Services provides financial planning, portfolio management, and third-party adviser recommendations focused primarily on mutual funds and exchange-traded funds. The firm customizes investment strategies to client objectives using both fundamental and technical analysis, employing long- and short-term purchase strategies with ongoing monitoring and formal annual reviews.
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