Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Kelly is a financial advisor with J.p. Morgan Securities LLC, located in North Massapequa, NY. Karen has been in the financial services industry for over 14 years, and has a broad range of experience. Karen is a registered representative in New Jersey, New York and Texas and is also an investment advisor representative. Karen specializes in providing financial advice to individuals, businesses, and institutions. Karen is committed to helping her clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
02/17/2016 - Present
J.p. Morgan Securities LLC (NORTH MASSAPEQUA NY)
NY
10/29/2008 - 01/17/2014
CAPITAL ONE INVESTMENT SERVICES LLC (BOHEMIA NY)
NY
07/16/2008 - 10/16/2008
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
04/18/2008 - 06/19/2008
NYLIFE SECURITIES LLC (MELVILLE NY)
BOTH
Issued 06/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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