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. Hamlet is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Kelly has been in the financial services industry since August 19, 2015. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Kelly was an investment advisor representative at Royal Alliance Associates, Inc., and Morgan Stanley. Kelly is registered with the following securities authorities: FINRA, the state of Texas and 30 other states. Kelly holds Series 7 and Series 66 licenses, and the SIE exam. Kelly specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and other businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
TX
10/20/2017 - 03/24/2022
ROYAL ALLIANCE ASSOCIATES, INC. (AUSTIN TX)
TX
06/12/2014 - 08/29/2017
MORGAN STANLEY (AUSTIN TX)
BOTH
Issued 08/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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