AdFi
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Gregory John Workman

Investment Adviser Representative at KELLY FINANCIAL SERVICES LLC

Braintree, MACRD #4109970Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/20/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 12/14/2018
Series 7
General Securities Representative Examination
Passed 7/6/2019
SIE
Securities Industry Essentials Examination
Passed 11/14/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/12/2018
Series 31
Futures Managed Funds Examination
Passed 3/9/2000
Series 7
General Securities Representative Examination
Passed 3/1/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Kelly Financial Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KELLY FINANCIAL SERVICES LLCCurrent
2/17/2021Braintree, MA
SECURIAN FINANCIAL SERVICES, INC.
8/21/201910/8/2020Dedham, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at KELLY FINANCIAL SERVICES LLC

5 other advisors in the directory

View KELLY FINANCIAL SERVICES LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory John Workman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Gregory John Workman - Financial Advisor in Braintree, MA | AdvisorFinder