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KS

Kelly K. Shahinian

FORESIDE FINANCIAL SERVICES
Valrico, FL
Some features on this profile are disabled
CRD#: 5291568
KS

Professional summary


Kelly Kristin Shahinian, who also goes by Kelly K Mckenna, Kelly Kristin Mckenna, Kelly Kristin Shahinian, Kelly Kristen Shahinian, Kelly Shahinian, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Valrico, Florida and IMST DISTRIBUTORS, LLC located in Valrico, Florida.

Kelly is registered as a RR (Registered Representative) and started their career in finance in 2008. Kelly has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kelly K Mckenna | Kelly Kristin Mckenna | Kelly Kristin Shahinian | Kelly Kristen Shahinian | Kelly Shahinian

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 Kelly Kristin Shahinian'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

April 25, 2025 - Present

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Valrico, FL
Current

April 25, 2025 - Present

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Valrico, FL
Current

April 25, 2025 - Present

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Valrico, FL
Current

April 25, 2025 - Present

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Valrico, FL
Current

April 25, 2025 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
Valrico, FL
Past

October 17, 2012 - March 14, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
ST. PETERSBURG, FL
Past

October 16, 2012 - March 14, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
ST. PETERSBURG, FL
Past

June 15, 2011 - April 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ST. PETERSBURG, FL
Past

September 1, 2010 - April 15, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

June 11, 2008 - April 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL

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
Florida
(4/25/2025)
RR
Maine
(4/25/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/13/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 4/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 9/10/2021
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUNDS DISTRIBUTORS LLC
440 FINANCIAL DISTRIBUTORS, INC. | PFPC DISTRIBUTORS, INC. | FORESIDE FUNDS DISTRIBUTORS LLC | FIRST DATA DISTRIBUTORS, INC. | BNY MELLON DISTRIBUTORS LLC | BNY MELLON DISTRIBUTORS INC.

CRD#: 31334 / SEC#: , 8-45467

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


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVP/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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


FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334Valrico, FL

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