Unclaimed
Kelley McGraw is a financial professional with over 10 years of experience in the industry. Kelley is currently registered with Fidelity Brokerage Services LLC and has previously held positions at E*TRADE SECURITIES LLC, MORGAN STANLEY, and NATIONWIDE INVESTMENT SERVICES CORPORATION. Kelley is a Series 6, 7, and 66 licensed professional.
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
RI
01/11/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
OH
01/13/2022 - 06/26/2023
E*TRADE SECURITIES LLC (Columbus OH)
OH
10/24/2019 - 06/26/2023
MORGAN STANLEY (Columbus OH)
OH
06/03/2013 - 10/04/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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