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KK

Kevin T. Kelly

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CRD#: 1134989
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Thomas Kelly was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1983. Kevin had worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 5, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 8, 2016 - December 20, 2016

FINANCIAL FOCUS, INC.

RIA
CRD#: 117327
WOLFEBORO, NH
Past

January 14, 2013 - June 17, 2014

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
BOSTON, MA
Past

October 12, 2011 - January 9, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BOSTON, MA
Past

May 22, 2002 - October 4, 2011

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
BOSTON, MA
Past

August 26, 1988 - December 14, 1990

CM&M FUTURES INC.

BD
CRD#: 15845
NEW YORK, NY
Past

August 25, 1987 - May 23, 2002

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

June 22, 1983 - May 24, 1985

KENNEY & BRANISEL MUNICIPALS, INC.

BD
CRD#: 11112

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/30/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 8/22/1986
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FINANCIAL FOCUS, INC.
FINANCIAL FOCUS | SUSAN MACMICHAEL JOHN, CFP DBA FINANCIAL FOCUS | FINANCIAL FOCUS, INC.

CRD#: 117327 / SEC#: 801-61013

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Contact information


Main Address
40 Mill Street, Wolfeboro, NH 03894
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2019 FORM ADV PART 2A/B (2/12/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL FOCUS, INC.

CRD#: 117327

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