Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Frances Lahart is an active broker in Massachusetts and New York. Kelly holds the Series 79TO, Series 63, and SIE licenses. Kelly is registered with J.p. Morgan Securities LLC and has been in the industry since August 2024. Kelly is located in Boston, Massachusetts and specializes in areas such as retirement planning, investment management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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MA
08/05/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
BC
Issued 08/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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