Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley J. Trilling is a financial advisor with Steward Partners Investment Advisory, LLC. Kelley has been a registered representative in the financial services industry since 2023. Kelley has passed the Series 7, Series 66, and SIE exams. Kelley is registered to offer investment advice in Florida, New Jersey and New York. The advisor's professional experience includes roles at Ameriprise Financial Services, LLC, ADP Retirement Services, Burklow & Rotella, LLC, and Steward Partners Investment Advisory, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
11/19/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
BOTH
Issued 06/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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