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. Manzer is a financial advisor with Stifel, Nicolaus & Company, Inc.. Kelly has been in the financial services industry since 2008. Kelly has a strong track record of success in providing financial advice and wealth management services to individuals, families, and businesses. Kelly is committed to helping clients achieve their financial goals and has a deep understanding of the financial markets. Prior to joining Stifel, Nicolaus & Company, Inc., Kelly worked at UBS Financial Services Inc. and Morgan Stanley Smith Barney. Kelly is a registered representative in New York and Texas.
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.
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.
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.
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2
NY
09/25/2020 - Present
Stifel, Nicolaus & Company, Inc. (MELVILLE NY)
NY
09/21/2012 - 10/06/2020
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
06/01/2009 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
07/23/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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