Unclaimed
Robert Kelly is a financial professional registered with Citizens JMP Securities, LLC. Robert is based in Stamford, Connecticut and has been in the industry for over 4 years. Robert holds the Series 63, Series 79TO and SIE licenses. Robert previously worked for Citizens Capital Markets in Stamford, Connecticut.
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.
1
2
CT
08/01/2023 - Present
Citizens JMP Securities, LLC (STAMFORD CT)
CT
11/06/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (STAMFORD CT)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert Kelly is the right advisor for you? Invested Better is here to help.