Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Ying Kelly is a financial advisor who is registered with the state of New York. Cassidy is currently employed by UBS Securities LLC and has been with the firm since June 20, 2023. Prior to joining UBS Securities LLC, Cassidy worked for Amerivet Securities, Inc. from November 14, 2022 to February 16, 2023. Cassidy has passed the following exams: Series 63, Series 79TO, and SIE.
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.
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2
NY
06/20/2023 - Present
UBS Securities LLC (New York NY)
NY
11/14/2022 - 02/16/2023
AMERIVET SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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