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EK

Eamon R. Kelly

NOLAN SECURITIES
Monterey, MA 01245
Some features on this profile are disabled
CRD#: 3254426
EK

Professional summary

Eamon Riegel Kelly is a registered financial professional currently at NOLAN SECURITIES CORP. located in Monterey, Massachusetts.

Eamon is registered as a RR (Registered Representative) and started their career in finance in 2018. Eamon has worked at 1 firm and has passed the Series 63, SIE, 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) - BD

Click below to view Eamon Riegel 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

September 19, 2018 - Present

NOLAN SECURITIES CORP.

Office #1: 535 Main Road, Monterey, MA 01245
BD
CRD#: 27984
Monterey, MA

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
(10/30/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 10/29/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/19/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/7/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NS
NOLAN SECURITIES CORP.
KELLY SECURITIES CORPORATION D/B/A NOLAN SECURITIES CORPORATION | NOLAN SECURITIES CORP.

CRD#: 27984 / SEC#: , 8-43354

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

Main Address
535 Main Road, Monterey, MA 01245
Mailing Address
535 Main Road, Monterey, MA 01245
Phone number
(413) 528-5258
Established
Connecticut since 12/07/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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Documents

Direct owners and executive officers

NamePositionCRD#
KELLY, BRUCE PAULPRESIDENT/DIRECTOR1385457
KELLY, EAMON RIEGELDIRECTOR/CCO3254426
SCHWALB, LEONARD HENRYFINOP1061625

Disclosures

Regulatory Event4

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

NOLAN SECURITIES CORP.

CRD#: 27984Monterey, MA 01245

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