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Edward Justin Kelly

Samuel A. Ramirez & Company, Inc.

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About Edward Justin Kelly

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.

Firm Information

Edward Kelly is currently registered with Samuel A. Ramirez & Company, Inc.. Samuel A. Ramirez & Company, Inc. is a corporation formed in 1971. It is registered in 51 states and the District of Columbia, as well as with the Securities and Exchange Commission (SEC). The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Edward Kelly’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Justin Kelly.
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