Unclaimed
Rosemary Kellner is a registered representative with Allstate Financial Services, LLC, a brokerage firm. Rosemary has been in the financial services industry since 1999. She holds Series 6, 7, 8, and 63 securities licenses. Rosemary has been registered with Allstate Financial Services, LLC since 2009. Previously, Rosemary held registrations with Quick & Reilly, Inc. and Fleet Brokerage Securities, Inc. Rosemary is registered to provide investment advice in New Jersey, New York, Pennsylvania and Virginia.
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
NJ
08/14/2009 - Present
Allstate Financial Services, LLC (BAYONNE NJ)
NY
10/11/2000 - 12/31/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/14/1998 - 01/11/1999
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/10/1990 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
BC
Issued 08/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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