Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Lochmandy is a financial advisor with Fidelity Brokerage Services LLC. Kelley has been a financial advisor for over eight years and is registered in Massachusetts, New Hampshire and Texas. Kelley holds FINRA Series 7, 9, 10 and 63 licenses. Kelley is also a Series 65 licensed advisor and a Certified Financial Planner™. Fidelity Brokerage Services LLC is a registered investment advisor and a member of FINRA and SIPC.
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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NH
05/27/2015 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 06/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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