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Elena Kelley

Pensionmark Securities, LLC

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About Elena Kelley

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.

Firm Information

Elena Kelley is currently registered with Pensionmark Securities, LLC. Pensionmark Securities, LLC is a Limited Liability Company formed on April 22, 2016. The firm is registered with the SEC and in 46 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

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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Elena Kelley’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elena Kelley.
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