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 Coutcher is a financial advisor who has been in the industry since 2001. Kelly is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC in Rhode Island. Kelly holds the Series 7 and Series 63 licenses, as well as the SIE exam. Kelly has previous experience with Fidelity Brokerage Services LLC.
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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2
RI
05/15/2020 - Present
National Financial Services LLC (SMITHFIELD RI)
RI
05/26/2011 - 03/21/2013
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/17/2001 - 04/21/2011
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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