Unclaimed
Kelly Jane Leone is a financial professional with over 11 years of experience in the industry. Kelly is currently registered with Fidelity Brokerage Services LLC, and holds Series 7, 9, 10 and 63 licenses. Kelly is a highly experienced financial professional with a strong track record of success in the financial services industry.
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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2
NH
07/04/2011 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 07/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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