Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly McConnach is a financial professional with over 30 years of experience in the industry. Kelly is currently registered with Park Avenue Securities LLC, a firm with over 1,700 licensed agents, and has a strong record of serving clients of various types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Before joining Park Avenue Securities, Kelly was previously registered with GUARDIAN INVESTOR SERVICES LLC, NEW ENGLAND SECURITIES, WALNUT STREET SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY, among others. Kelly holds a Series 7, 24, 55, 57TO and SIE licenses and has worked in several locations including New York, NY, El Segundo, CA, Springfield, MA, Purchase, NY, Red Bank, NJ, and East Hanover, NJ.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
03/31/2015 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
01/02/2008 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
06/28/2004 - 12/18/2007
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
06/28/2004 - 12/18/2007
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
04/27/2004 - 12/18/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/27/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/12/2003 - 05/20/2003
SILVERMAN SECURITIES GROUP, INC. (NEW YORK NY)
NY
03/17/2003 - 05/16/2003
LABRANCHE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
02/03/2003 - 03/12/2003
MONACO BROKERAGE CORPORATION (NEW YORK NY)
NY
03/26/1996 - 08/01/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/26/1992 - 03/20/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
07/30/1992 - 09/16/1992
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
06/22/1992 - 08/04/1992
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 25 - NYSE Trading Assistant Examination
BC
Issued 10/22/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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