Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dobranski is a financial advisor with Oppenheimer & Co. Inc. Kelly has been in the financial services industry since March 10, 2008, and has been with Oppenheimer since June 22, 2009. Prior to joining Oppenheimer, Kelly worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Kelly is licensed to sell securities in 28 states. Kelly specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/22/2009 - Present
Oppenheimer & Co. Inc. (FORT MYERS FL)
FL
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (FORT MYERS FL)
FL
03/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FORT MYERS FL)
BC
Issued 07/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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