Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelly is a registered representative in the securities industry, with over 20 years of experience in financial markets. Brian is currently affiliated with I-Bankers Securities, Inc., in Fairfield, CT. Brian has passed the Series 7, Series 55, Series 57TO, and the SIE exams. Brian has previously worked for a number of other financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Soleil Securities Corporation, and W.R. Hambrecht + Co., LLC. Brian holds a Series 63 license and is registered in California, Connecticut, Delaware, New Jersey, New York, and North Carolina.
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.
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.
1
2
CT
06/29/2020 - Present
I-Bankers Securities, Inc. (Fairfield CT)
FL
03/14/2022 - 06/11/2024
I-BANKERS DIRECT, LLC (BOCA RATON FL)
NY
08/01/2016 - 06/29/2020
MERIDIAN EQUITY PARTNERS, INC. (HARRISON NY)
NJ
03/23/2015 - 07/29/2016
THE VERTICAL GROUP (RED BANK NJ)
NY
06/02/2014 - 03/11/2015
BGC FINANCIAL, L.P. (Croton NY)
NY
04/30/2013 - 06/02/2014
MERIDIAN EQUITY PARTNERS, INC. (NEW YORK NY)
NY
12/19/2012 - 04/11/2013
DOMINICK & DOMINICK LLC (NEW YORK NY)
IL
04/25/2011 - 06/28/2012
RONIN CAPITAL, LLC (CHICAGO IL)
NY
05/01/2006 - 04/10/2007
SOLEIL SECURITIES CORPORATION (NEW YORK NY)
NA
09/26/2005 - 03/23/2006
LOUIS CAPITAL MARKETS, LP (PARIS )
CA
06/13/2005 - 09/08/2005
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
NY
05/05/2003 - 12/16/2004
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
NY
03/12/1997 - 05/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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