Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Crowley Kavanagh is an investment advisor representative with Fidelity Personal And Workplace Advisors. Kelly has been in the industry since 1998. Kelly is registered with the state of Massachusetts and Texas. Kelly has Series 6, 7, 24, 51, and 63 licenses. Kelly has a designation as a Chartered Financial Consultant. Kelly previously worked at TD Private Client Wealth LLC, Citigroup Global Markets Inc., Sun Life Financial Distributors, Inc., Fidelity Brokerage Services LLC, Invest Financial Corporation, and New England Securities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
MA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
ME
07/26/2017 - 11/01/2017
TD PRIVATE CLIENT WEALTH LLC (PORTLAND ME)
NY
10/19/2012 - 05/27/2016
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
MA
06/15/2010 - 03/16/2012
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
RI
03/03/2008 - 05/17/2010
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
12/08/2004 - 07/31/2007
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
WI
01/15/2004 - 04/13/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
07/03/1996 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
03/02/1990 - 07/30/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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