Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kelly is a registered representative with Sunstreet Securities, LLC. He is licensed to sell securities in Florida, New Jersey, New York, Pennsylvania, and South Carolina. Thomas has over 25 years of experience in the financial services industry. He has held previous positions with MML Investors Services, LLC, SKY CAPITAL LLC, CIBC WORLD MARKETS CORP., M. H. MEYERSON & CO., INC., and OSCAR GRUSS & SON, INCORPORATED. Thomas is a Series 7, Series 55, and Series 63 licensed representative. He specializes in providing financial planning and portfolio management services for individuals and families. Thomas has a strong track record of helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees from tpas
1
2
AZ
05/23/2013 - Present
Sunstreet Securities, LLC (AVONDALE AZ)
NJ
12/02/2003 - 03/18/2013
MML INVESTORS SERVICES, LLC (ORADELL NJ)
NY
08/05/2002 - 12/06/2002
SKY CAPITAL LLC (NEW YORK NY)
NY
06/06/1996 - 05/16/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
08/24/1995 - 04/16/1996
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
NY
11/10/1993 - 08/08/1995
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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