Unclaimed
Kellyann Kannavos is a financial professional with over 30 years of experience in the industry. Kellyann is currently registered with BNY Mellon Securities Corp. in Uniondale, NY. Kellyann has a strong background in securities, having passed the Series 6, Series 63, and SIE exams. Kellyann's expertise lies in investment company products and variable contracts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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NY
01/30/1992 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
BC
Issued 01/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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