Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Arek is a financial advisor with J.P. Morgan Institutional Investments Inc. Kelly has been in the industry since September 13, 2007. Kelly is registered with FINRA and has passed the Series 3, Series 7, and Series 66 exams. Kelly is also registered in 48 states and the District of Columbia. Prior to joining J.P. Morgan Institutional Investments Inc., Kelly was employed by LORD ABBETT DISTRIBUTOR LLC. Kelly's current branch office is located in New York, NY.
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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NY
05/25/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NJ
08/30/2007 - 05/09/2011
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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