Unclaimed
Edward Kelly has been in the financial industry since 1986. Edward is currently registered with Samuel A. Ramirez & Company, Inc. in New York, NY. Edward has passed the Series 7, Series 63 and the SIE exams. Edward has been active in the financial services industry for over 35 years. Edward has a strong track record of success and is committed to providing his clients with the highest level of service.
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
NY
02/13/1995 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
08/04/1992 - 01/11/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/22/1986 - 08/04/1992
ROOSEVELT & CROSS, INCORPORATED (NEW YORK NY)
NA
12/17/1985 - 08/25/1986
MOSELEY SECURITIES CORPORATION
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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