Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kelly is a financial advisor with over 30 years of experience in the industry. Robert is registered with Samuel A. Ramirez & Company, Inc. in New York and holds licenses in several states. Previous firms Robert has worked at include Seidel & Shaw LLC, Kirlin Securities Inc., and First Investors Corporation.
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
NY
09/06/2007 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
01/25/1999 - 09/06/2007
SEIDEL & SHAW LLC (NEW YORK, N. Y. NY)
NY
12/19/1994 - 11/07/1996
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
08/18/1994 - 10/28/1994
GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)
NY
11/07/1988 - 12/14/1993
SFI INVESTMENTS, INC. (NEW YORK NY)
NA
05/05/1988 - 07/06/1988
FIRST INTERREGIONAL EQUITY CORP.
NA
03/27/1984 - 06/18/1984
FIRST INVESTORS CORPORATION
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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