Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly A. Flaherty is a financial advisor with over 10 years of experience in the industry. Kelly has a strong background in operations and is currently registered with Rockefeller Financial LLC, a firm that manages over $50 billion in assets. Kelly has held previous positions with FIELDPOINT PRIVATE SECURITIES, LLC. Kelly is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CT
04/01/2022 - Present
Rockefeller Financial LLC (Stamford CT)
CT
10/12/2012 - 04/07/2022
FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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