Unclaimed
Kelly Marie Sullivan is a registered representative with Nylife Securities LLC in Waltham, MA. Kelly has been in the industry since July 2020 and holds Series 63, 6TO and SIE licenses. Kelly specializes in providing investment advice to individuals and families in 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.
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
MA
07/27/2020 - Present
Nylife Securities LLC (WALTHAM MA)
BC
Issued 09/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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