Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kelly is a financial professional with over 20 years of experience in the industry. Christopher Kelly is currently registered with MML Investors Services, LLC and has held previous registrations with several other firms. Christopher Kelly is licensed in a variety of states and holds Series 7, Series 63 and Series 65 licenses as well as the SIE exam. Christopher Kelly also has a background in insurance, working as a broker for various companies including New York Life Insurance Company and Mass Mutual Life Insurance Company.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
02/18/2020 - Present
MML Investors Services, LLC (Saddle Brook NJ)
NJ
12/26/2019 - 01/30/2020
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NJ
03/25/2017 - 12/06/2019
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
NY
08/01/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NJ
08/01/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ELMWOOD PARK NJ)
MO
03/15/2002 - 07/24/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
02/22/2001 - 07/25/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/12/1999 - 03/21/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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