Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelvin? Claim Your ProfileKelvin Miguel Martinezmontes is a financial professional with experience in the financial services industry. Kelvin is currently registered with ESL Investment Services, LLC and LPL Financial LLC. Kelvin holds Series 6, 63 and SIE licenses. Kelvin has been in the industry since 2023 and is located in Rochester, New York.
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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NY
12/19/2023 - Present
ESL Investment Services, LLC (ROCHESTER NY)
BC
Issued 11/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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