Unclaimed
Keith Kelly is a financial professional registered with FINRA and licensed in Rhode Island. He works at Citizens JMP Securities, LLC in the Boston, Massachusetts office. Keith has been in the securities industry since September 14, 2016, and holds the Series 79, Series 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.
1
2
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
09/15/2016 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
BC
Issued 11/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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