Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Kelly is an active registered representative at Morgan Stanley in Shrewsbury, NJ. Cole Kelly has passed the Series 66, Series 7TO, and SIE exams, which enables them to provide financial services to clients. They are a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Cole Kelly also has a valid investment advisor representative registration in New Jersey and Texas, making them able to provide investment advice. Cole Kelly joined Morgan Stanley in May 2023 and has been a registered representative since June 2024. They have been in the securities industry since July 2024. Cole Kelly has prior experience in the financial services industry at various companies like Morgan Stanley, Sycamore Landscaping Services, Jersey Shore Beach Rentals, Camp David, Ocean Township Intermediate School, Brookdale Community College, Ocean Township High School, and Pennsylvania State University.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
07/19/2024 - Present
Morgan Stanley (Shrewsbury NJ)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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