Marjorie Ann Kelly
Professional Summary
Marjorie Ann Kelly, who also goes by Jorie A Carr, M Jorie Ann Carr, Marjorie Ann Carr, Jorie A Carr Kelly, Jorie Kelly, is a registered financial advisor currently at POWDER POINT FINANCIAL LLC located in Marshfield, Massachusetts. Marjorie is registered as a RR (Registered Representative) and started their career in finance in 1984. Marjorie has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 24,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jorie A Carr, M Jorie Ann Carr, Marjorie Ann Carr, Jorie A Carr Kelly, Jorie Kelly
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Videos & Posts
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Contact Information
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AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
POWDER POINT FINANCIAL LLC
Contact Information
Main Address
61 Ridge Road, Marshfield, MA 02050Mailing Address
61 Ridge Road, Marshfield, MA 02050Phone Number
(781) 264-6045Established
Massachusetts since 02/26/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KELLY, MARJORIE ANN | PRESIDENT, CEO, CFO, COO, CCO, MEMBER | 1230785 |
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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.
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AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(2/15/2008)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Marjorie Ann Kelly's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC
