Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Boucher is a financial advisor with T. Rowe Price Investment Services, Inc.. Kelly has been working in the financial industry since 2003. Kelly is registered with FINRA and holds the Series 7, Series 24, and Series 66 licenses. Kelly is also registered with the state of New York. Kelly has been registered with T. Rowe Price Investment Services, Inc. since 2024. Prior to that, Kelly worked at STARWOOD CAPITAL, L.L.C. and CAREY FINANCIAL, LLC. Kelly is located in the New York City area.
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
NY
02/01/2024 - Present
T. Rowe Price Investment Services, Inc. (New York NY)
CT
12/07/2017 - 01/03/2024
STARWOOD CAPITAL, L.L.C. (GREENWICH CT)
NY
11/04/2002 - 07/27/2017
CAREY FINANCIAL, LLC (NEW YORK NY)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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