Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly M Cooper is a registered representative of Santander Securities LLC. Kelly has been in the securities industry since 2006 and has a strong track record of providing investment advice to individuals and corporations. Kelly holds the Series 7, 6, 63 and 65 licenses as well as the Series 24. Kelly has been with Santander since 2014, and has a particular expertise in providing financial planning services. Prior to joining Santander, Kelly was registered with LPL Financial LLC and UVEST Financial Services Group, Inc. Kelly's office is located at 125 Huttleston Avenue in Fairhaven, Massachusetts.
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.
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.
1
2
MA
07/01/2014 - Present
Santander Securities LLC (Fairhaven MA)
MA
10/11/2011 - 06/13/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
05/13/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SOUTH DARTMOUTH MA)
MA
05/27/2008 - 10/15/2008
LPL FINANCIAL CORPORATION (ABINGTON MA)
MA
07/05/2007 - 05/27/2008
IFMG SECURITIES, INC. (ABINGTON MA)
NJ
12/14/2004 - 01/09/2007
PNC INVESTMENTS (CLIFTON NJ)
IA
Issued 02/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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