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Steven Kilsey

National Financial Services LLC

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About Steven Kilsey

Steven Kilsey is a financial advisor with over 17 years of experience in the industry. Steven is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC in Rhode Island and Massachusetts. Steven has a wide range of experience in the financial services industry. Steven holds FINRA Series 6, 7, 24, 26, 51 and 63 licenses. Steven is also a Registered Principal of National Financial Services LLC.

Firm Information

Steven Kilsey is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Steven Kilsey’s Registration & Firm History

RI

10/27/2022 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

04/27/2006 - 07/16/2013

PRUCO SECURITIES, LLC. (WARWICK RI)

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Licenses & Designations

BC

Issued 05/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2020

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/14/2020

Series 24 - General Securities Principal Examination

BC

Issued 09/27/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/26/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Kilsey.
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