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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly O'brien Milligan is a financial advisor in the Boston, Massachusetts area. Kelly is a registered representative of Fidelity Personal and Workplace Advisors and has been in the financial services industry since 2015. Kelly specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations and pension and profit-sharing plans. Kelly has a Series 7, Series 63, Series 65, Series 9, and Series 10 license. Kelly holds a Bachelor of Arts degree in Business Administration from the University of California, San Diego. Kelly is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ALISO VIEJO CA)
CA
03/28/2016 - 05/31/2017
WEDBUSH SECURITIES INC. (SAN DIEGO CA)
CA
05/18/2015 - 03/28/2016
SANFORD C. BERNSTEIN & CO., LLC (SAN DIEGO CA)
IA
Issued 12/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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