Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Margaret Kelly is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Erin has been in the financial services industry since 1998. Erin is a registered representative in Connecticut and Texas and offers advisory services in these states. Erin has held previous positions at Robertson Stephens, Inc., Chase Securities Inc., Hambrecht & Quist LLC and Olde Discount Corporation. Erin is a licensed representative for Merrill Lynch in a variety of states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
07/29/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
CA
09/25/2000 - 08/20/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
02/01/2000 - 09/25/2000
CHASE SECURITIES INC. (NEW YORK NY)
CA
06/01/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
MI
07/30/1998 - 01/26/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 01/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Erin Kelly is the right advisor for you? Invested Better is here to help.
