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 Rueckert is a registered Investment Advisor Representative associated with Cerity Partners LLC in New York, NY. Kelly has been in the financial services industry since March 2003 and holds the Series 66, Series 7, and SIE licenses. Kelly has experience with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Kelly's specializations include retirement planning, college savings, estate planning, and insurance. Kelly provides financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, trusts, estates, businesses, and charitable organizations.
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.
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.
Tax services; bill pay
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.
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.
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NY
02/06/2024 - Present
Cerity Partners LLC (NEW YORK NY)
NY
01/04/2021 - 03/01/2024
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
04/27/2009 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 12/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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