Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Kelly is a financial advisor with over 19 years of experience in the industry. John is currently registered with Bay Crest Partners, LLC in New York. John has previously held positions with Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, M. J. Whitman, Inc., and Alex. Brown & Sons Incorporated. John holds Series 7, 7TO, 24, 63, and SIE licenses.
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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2
NY
01/25/2023 - Present
BAY Crest Partners, LLC (NEW YORK NY)
NY
11/03/2000 - 07/15/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
03/25/1997 - 09/25/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/20/1996 - 03/21/1997
M. J. WHITMAN, INC. (NEW YORK NY)
NA
06/16/1994 - 01/31/1996
ALEX. BROWN & SONS INCORPORATED
BC
Issued 01/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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