Unclaimed
Elena Kelley is a financial advisor with Pensionmark Securities, LLC in White Plains, New York. Elena has been in the financial services industry since 2008 and has a Series 6, Series 63, and SIE licenses. She is registered with the state of New York. Prior to joining Pensionmark Securities, LLC, Elena was associated with Cetera Advisor Networks LLC and Tower Square Securities, Inc.
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
09/01/2020 - Present
Pensionmark Securities, LLC (White Plains NY)
NY
09/03/2013 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (WHITE PLAINS NY)
NY
05/29/2008 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WHITE PLAINS NY)
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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