Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kelley is a financial advisor with Keefe, Bruyette & Woods, Inc. based in Hartford, CT. Matthew has over 15 years of experience in the financial services industry. He holds the Series 7, 24, 63, 86, and 87 licenses and is registered in Connecticut, Georgia, Maryland, Missouri, and New York. Previously, Matthew has worked for Morgan Stanley & Co. LLC and Citigroup Global Markets Inc.
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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2
CT
11/30/2021 - Present
Keefe, Bruyette & Woods, Inc. (HARTFORD CT)
NY
03/06/2009 - 07/08/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/04/2007 - 02/03/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/18/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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