Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Anne Rullo is a registered representative with MFS Fund Distributors, Inc. Kelley Anne has been in the industry since 2009 and holds several licenses and registrations, including Series 3, 7, 24, and 63. Kelley Anne has prior experience with MBSC Securities Corporation and State Street Global Markets, LLC. Kelley Anne currently holds a Series 24 registration. Kelley Anne is registered to provide investment advice in 53 states, including Massachusetts, where Kelley Anne is located.
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
MA
08/23/2016 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
04/28/2014 - 07/29/2016
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
05/27/2009 - 03/31/2014
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BC
Issued 08/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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