Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Kelly is a financial advisor with over 30 years of experience in the financial services industry. Anne is currently registered as an Investment Advisor Representative with Empower Advisory Group, LLC, and is licensed in Massachusetts. Previously, Anne was associated with Putnam Retail Management Limited Partnership from 1991 to 2020. Anne holds several industry licenses and designations, including Series 6, 7, 24, 26, 51, 63, and 65. Anne has a strong commitment to community service and currently serves as Chair of the Board of Directors for Girls Inc. of Boston and Lynn.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
05/20/2024 - Present
Empower Advisory Group, LLC (Boston MA)
MA
01/04/1991 - 01/06/2020
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
IA
Issued 04/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Anne Kelly is the right advisor for you? Invested Better is here to help.
