Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Kevin Mainelli is a financial professional with over 20 years of experience in the industry. Kelly is currently registered with Russell Investments Implementation Services, LLC. Kelly has held prior positions with various firms including MAM Securities, LLC, Strong Investments, Inc., American Frontier Financial Corporation and D.E. Frey & Company, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Earned based on transactions or products sold.
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.
% of revenue/intracompany agrmts
1
2
WA
09/22/2020 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
02/17/2009 - 04/06/2017
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)
CA
06/12/2000 - 06/18/2002
MAM SECURITIES, LLC (SAN FRANCISCO CA)
WI
12/10/1999 - 04/14/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
CO
07/11/1995 - 05/28/1999
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
CO
12/19/1994 - 07/07/1995
D.E. FREY & COMPANY, INC. (DENVER CO)
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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