Unclaimed
Kelly Leblanc is a financial advisor registered with Kestra Investment Services, LLC in Essex, CT. Kelly has been working in the securities industry since November 24, 1998, and has a Series 6, Series 63, and SIE license. Kelly holds a current registration in Connecticut. Kelly was previously registered with CETERA ADVISORS LLC and INVESTORS CAPITAL CORP.
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
CT
03/29/2022 - Present
Kestra Investment Services, LLC (Essex CT)
CT
10/03/2016 - 03/29/2022
CETERA ADVISORS LLC (SOUTHINGTON CT)
CT
10/01/2001 - 10/03/2016
INVESTORS CAPITAL CORP. (SOUTHINGTON CT)
NY
11/25/1998 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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