Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Foss-root is a financial advisor with Measured Wealth Private Client Group, LLC. Kelly has been working in the financial industry since 1998. Kelly is registered with the state of New Hampshire and has passed the Series 6, Series 7 and the Series 65 examinations. Kelly specializes in financial planning, pension consulting, selection of other advisors and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NH
01/10/2017 - Present
Measured Wealth Private Client Group, LLC (PORTSMOUTH NH)
NH
12/05/2016 - 11/21/2019
IFS SECURITIES (Portsmouth NH)
NH
06/28/2010 - 12/23/2016
H. BECK, INC. (PORTSMOUTH NH)
ME
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (PORTLAND ME)
ME
10/24/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PORTLAND ME)
ME
09/28/2000 - 10/26/2006
CITISTREET ADVISORS LLC (LEWISTON ME)
NJ
05/24/2000 - 09/28/2000
CITISTREET EQUITIES LLC (SOMERSET NJ)
MA
10/02/1998 - 05/24/2000
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
IA
Issued 07/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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