Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Curtis is a financial professional with over 25 years of experience in the financial services industry. Kelly is a registered representative with LPL Financial LLC, a leading independent broker-dealer. Kelly's previous experience includes roles at M&T Securities, Inc., UVEST Financial Services Group, Inc., and Essex National Securities, Inc. Kelly holds the Series 7, Series 24, Series 53 and SIE licenses. Kelly specializes in providing financial planning, portfolio management and other advisory services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
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2
NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
MD
05/22/2009 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
MD
06/30/2003 - 05/28/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
CA
07/24/1997 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 09/30/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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