Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Ann Kelly is a registered investment advisor representative and has been in the industry since January 20, 2016. Kimberly is currently registered with Flagship Harbor Advisors, LLC, a Registered Investment Advisor hybrid, and is also a licensed administrator. Kimberly holds the Series 66, Series 7, and the SIE exams. Kimberly is registered with the state of Massachusetts, Florida, Connecticut, Maine, New Hampshire, Idaho, Pennsylvania, Ohio, South Carolina, and Rhode Island.
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.
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
MA
09/20/2016 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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