Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kelly is a Registered Representative at Eaton Vance Management, a registered investment advisor, with over 20 years of experience in the financial industry. Richard has held a variety of roles in the industry, including positions at MetLife Securities Inc. and Metropolitan Life Insurance Company. Richard has passed a wide range of industry exams including Series 7, Series 6, Series 24, Series 63, and Series 65. Richard is registered to provide investment advisory services in the following states: Delaware, District of Columbia, Maryland, Massachusetts, New Jersey, North Carolina, South Carolina, Virginia, and West Virginia. Richard is currently registered with the Securities and Exchange Commission (SEC) as a Registered Representative.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
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2
MA
08/29/2008 - Present
Eaton Vance Management (BOSTON MA)
MA
12/20/2003 - 06/29/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/20/2003 - 06/29/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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