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 Maraghy is a financial advisor with over 20 years of experience in the financial services industry. Kelly is a registered representative of Stifel, Nicolaus & Company, Inc. Kelly has a broad range of experience and specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting. Kelly is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
MA
05/10/2019 - Present
Stifel, Nicolaus & Company, Inc. (BOSTON MA)
MA
04/11/2013 - 04/11/2019
COWEN AND COMPANY (BOSTON MA)
MA
07/28/2009 - 03/20/2013
BREAN CAPITAL, LLC (BOSTON MA)
MA
05/12/2005 - 07/16/2009
NATIXIS BLEICHROEDER INC. (BOSTON MA)
CT
08/11/2003 - 05/27/2005
ADVEST, INC. (HARTFORD CT)
CA
04/23/2003 - 08/20/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BC
Issued 01/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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