Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Marie McGuinness is a financial advisor who has been in the industry since 2018. Kelli is a registered representative of Institutional Cash Distributors, LLC and holds the Series 63, 7, 24 and SIE licenses. Kelli's firm is headquartered in Cohasset, MA. Kelli is licensed to provide financial advice in Massachusetts.
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
11/13/2018 - Present
Institutional Cash Distributors, LLC (COHASSET MA)
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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