Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kelly is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Lord Abbett Distributor LLC in New Jersey. Jeffrey has previously held positions at AllianceBernstein Investments, Inc., Transamerica Capital, Inc., Legg Mason Investor Services, LLC, John Hancock Distributors LLC, Hartford Equity Sales Company Inc., Federated Securities Corp., and First Montauk Securities Corp. Jeffrey holds the Series 6, 7 and 63 licenses. Jeffrey Kelly is committed to providing clients with personalized financial advice and investment strategies.
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.
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NJ
05/02/2024 - Present
Lord Abbett Distributor LLC (JERSEY CITY NJ)
NY
09/23/2014 - 03/11/2024
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
CO
10/08/2013 - 09/16/2014
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
10/15/2010 - 10/14/2013
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
MA
09/12/2007 - 10/18/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
08/07/2006 - 08/16/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
12/06/2000 - 02/06/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NJ
07/05/2000 - 10/12/2000
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BC
Issued 11/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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