Kelsey E. Merghart Bicknese
Professional summary
Kelsey Elizabeth Merghart Bicknese, who also goes by Kelsey Elizabeth Merghart, Kelsey Merghart, is a registered financial professional currently at TRUMID FINANCIAL LLC located in New York, New York.
Kelsey is registered as a RR (Registered Representative) and started their career in finance in 2012. Kelsey has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kelsey Elizabeth Merghart Bicknese's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 18, 2020 - Present
TRUMID FINANCIAL LLC
Office #1: 1411 Broadway Suite 2410, New York, NY 10018November 18, 2020 - June 22, 2022
ELECTRONIFIE SECURITIES LLC
November 1, 2016 - October 14, 2020
MORGAN STANLEY & CO. LLC
September 25, 2012 - June 2, 2015
GOLDMAN SACHS & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/18/2020)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 10/19/2012
Limited Representative-Equity Trader ExamFINRA
Current Firm
TRUMID FINANCIAL LLC
CRD#: 172129 / SEC#: , 8-69500
Contact information
FINRA licenses (1 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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