Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kelly is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the industry since 1993 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides services such as portfolio management, financial planning, and educational seminars. Kevin is also a member of the Advisory Board of the Boys and Girls Clubs of Boston - Charlestown Club.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
12/02/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
10/23/2009 - 10/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
01/22/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
03/04/2003 - 01/03/2008
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
RI
02/28/2003 - 02/01/2005
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
RI
09/17/1993 - 02/28/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
07/23/1993 - 09/14/1993
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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