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Kelly Coughlin Pirrotta

Flourish Financial LLC

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About Kelly Coughlin Pirrotta

Kelly Coughlin Pirrotta is a financial professional with over 15 years of experience in the financial services industry. Kelly is currently registered with Flourish Financial LLC and MML Distributors, LLC. Prior to joining these firms, Kelly worked with MML Strategic Distributors, LLC, MML Investors Services, LLC, MMLISI Financial Alliances, LLC, Hartford Equity Sales Company Inc., and MetLife Investors Distribution Company. Kelly holds the Series 6, 7, 24, and SIE licenses.

Firm Information

Kelly Pirrotta is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kelly Pirrotta’s Registration & Firm History

MA

07/19/2021 - Present

Flourish Financial LLC (Springfield MA)

MA

04/22/2013 - 11/04/2013

MMLISI FINANCIAL ALLIANCES, LLC (SPRINGFIELD MA)

CT

01/22/2008 - 11/26/2012

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

04/06/2007 - 10/25/2007

METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)

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Licenses & Designations

BC

Issued 03/13/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Coughlin Pirrotta.
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