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 Zemaites is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC in Hackensack, New Jersey. Kelly has been in the financial industry since 2012 and holds Series 7, 66, and SIE licenses. Kelly's career has included time at VOYA FINANCIAL ADVISORS, INC., PURSHE KAPLAN STERLING INVESTMENTS, and MCADAM LLC. Kelly specializes in financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
Compensation from affiliates
1
2
NJ
08/30/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (HACKENSACK NJ)
NJ
10/03/2014 - 08/22/2016
PURSHE KAPLAN STERLING INVESTMENTS (Jersey City NJ)
NJ
09/11/2012 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (JERSEY CITY NJ)
BOTH
Issued 10/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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