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MK

Marjorie A. Kelly

POWDER POINT FINANCIAL LLC
Marshfield, MA 02050
Some features on this profile are disabled
CRD#: 1230785
MK

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 professional 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, Series 14 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jorie A Carr | M Jorie Ann Carr | Marjorie Ann Carr | Jorie A Carr Kelly | Jorie Kelly

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) - BD

Click below to view Marjorie Ann Kelly's CRS (Customer Relationship Summary).

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

Current

February 14, 2008 - Present

POWDER POINT FINANCIAL LLC

Office #1: 61 Ridge Road, Marshfield, MA 02050
BD
CRD#: 145199
Marshfield, MA
Past

March 21, 2003 - October 26, 2007

FIRST DOMINION CAPITAL CORP.

BD
CRD#: 16330
RICHMOND, VA
Past

July 26, 1999 - February 28, 2001

CHAPDELAINE CORPORATE SECURITIES & CO

BD
CRD#: 23741
NEW YORK, NY
Past

February 4, 1993 - July 30, 1997

INNOVA SECURITIES, INC.

BD
CRD#: 27040
SUITLAND, MD
Past

April 27, 1990 - February 2, 1993

FANEUIL HALL SECURITIES, INC.

BD
CRD#: 24619
BOSTON, MA
Past

January 25, 1984 - May 18, 1990

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(2/15/2008)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/1984
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/2/2023
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/2/2023
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PP
POWDER POINT FINANCIAL LLC
POWDER POINT FINANCIAL LLC

CRD#: 145199 / SEC#: , 8-67715

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
61 Ridge Road, Marshfield, MA 02050
Mailing Address
61 Ridge Road, Marshfield, MA 02050
Phone number
(781) 264-6045
Established
Massachusetts since 02/26/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
KELLY, MARJORIE ANNPRESIDENT, CEO, CFO, COO, CCO, MEMBER1230785

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

POWDER POINT FINANCIAL LLC

CRD#: 145199Marshfield, MA 02050

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