Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dolan is a registered representative with National Financial Services LLC. Kelly has been in the financial services industry since March 14, 2012. Kelly holds the Series 6, Series 7, and Series 63 securities licenses and the SIE exam. Kelly was previously registered with Fidelity Brokerage Services LLC and Lincoln Financial Securities Corporation.
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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MA
11/19/2015 - Present
National Financial Services LLC (BOSTON MA)
MA
05/29/2013 - 11/23/2015
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
NH
12/21/2011 - 03/04/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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