Unclaimed
Terence Gabriel Kelly has been in the financial services industry since 2012. Currently, Terence Kelly is registered with Citizens JMP Securities, LLC and is based out of the Boston, MA office. Terence Kelly is also a registered representative with FINRA. Previously, Terence Kelly worked for Citizens Capital Markets, Citizens Securities, Inc., and Griffin Financial Group, LLC. Terence Kelly holds licenses in Series 63, Series 79, Series 7, and SIE.
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.
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2
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
05/16/2016 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
09/16/2013 - 05/16/2016
CITIZENS SECURITIES, INC. (BOSTON MA)
PA
12/17/2010 - 02/07/2012
GRIFFIN FINANCIAL GROUP, LLC (READING PA)
BC
Issued 12/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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