Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen Francis Smith is a financial advisor currently registered with Eaton Vance Management. Kellen has been working in the financial services industry since November 2014. Kellen is registered as an Investment Advisor Representative in Massachusetts. Kellen has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Kellen is also registered in New York. Kellen specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and pooled investment vehicles. Eaton Vance Management is a leading provider of investment management services. The firm offers a wide range of investment products and services to individuals, institutions, and corporations. Eaton Vance Management is committed to providing its clients with high-quality investment advice and portfolio management services.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
04/12/2017 - Present
Eaton Vance Management (BOSTON MA)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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