Kelly
Whetstone

Foreside Advisory Services, LLC

CRD#5380134
Investment Advisor
in Portland, ME

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About this Advisor

Kelly Whetstone is a financial advisor who works out of Portland, Maine, who has 3 years of relevant experience. Whetstone is on the advisory team at Foreside Advisory Services, LLC. Over the course of their career, they have held roles at Nreca, Re Investment Corporation, Foreside Fund Services, LLC, Foreside Financial Group, Northern Funds Distributors, LLC, Mgi Funds Distributors, LLC, Imst Distributors, LLC, Funds Distributor, LLC, Foreside Investment Services, LLC, Foreside Global Services, LLC, Foreside Funds Distributors LLC, Foreside Financial Services, LLC, Foreside Associates, LLC, Fairholme Distributors, LLC, Compass Distributors, LLC, Bd Compliance Solutions, LLC, Orbis Investments (U.S.), LLC, Foreside Distribution Solutions, LLC, Sterling Capital Distributors, LLC, Foreside Distribution Services, L.P, Parnassus Funds Distributor, LLC, Foreside Advisory Services, LLC, Quasar Distributors, LLC, Vt Distributors LLC, Homestead Funds, Inc, Re Advisers Corporation, Mgi Funds Distributor, LLC and Johcm Funds Distributor, LLC. Whetstone maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Maine. Foreside Advisory Services, LLC is a business operating in Portland, Maine.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Office Location

3 Canal Plaza Suite 100
Portland, ME 04101

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Kelly Whetstone Work History

Kelly has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Compass Distributors, LLC

2021 - Present (3 years)

Foreside Distribution Services, L.P

2021 - Present (3 years)

Foreside Investment Services, LLC

2021 - Present (3 years)

Foreside Funds Distributors LLC

2021 - Present (3 years)

Foreside Global Services, LLC

2021 - Present (3 years)

Foreside Financial Services, LLC

2021 - Present (3 years)

Funds Distributor, LLC

2021 - Present (3 years)

Imst Distributors, LLC

2021 - Present (3 years)

Mgi Funds Distributor, LLC

2021 - Present (3 years)

Northern Funds Distributors, LLC

2021 - Present (3 years)

Orbis Investments (U.S.), LLC

2021 - Present (3 years)

Parnassus Funds Distributor, LLC

2021 - Present (3 years)

Sterling Capital Distributors, LLC

2021 - Present (3 years)

Vt Distributors LLC

2021 - Present (3 years)

Johcm Funds Distributor, LLC

2020 - Present (4 years)

Quasar Distributors, LLC

2019 - Present (5 years)

Foreside Advisory Services, LLC

2017 - Present (7 years)

Foreside Fund Services, LLC

2017 - Present (7 years)

Foreside Financial Group

2019 - 2019 (< 1 year)

Parnassus Funds Distributor, LLC

2018 - 2019 (1 year)

Bd Compliance Solutions, LLC

2018 - 2019 (1 year)

Foreside Distribution Solutions, LLC

2017 - 2019 (2 years)

Northern Funds Distributors, LLC

2017 - 2019 (2 years)

Mgi Funds Distributors, LLC

2017 - 2019 (2 years)

Imst Distributors, LLC

2017 - 2019 (2 years)

Funds Distributor, LLC

2017 - 2019 (2 years)

Foreside Investment Services, LLC

2017 - 2019 (2 years)

Foreside Global Services, LLC

2017 - 2019 (2 years)

Foreside Funds Distributors LLC

2017 - 2019 (2 years)

Foreside Financial Services, LLC

2017 - 2019 (2 years)

Foreside Associates, LLC

2017 - 2019 (2 years)

Fairholme Distributors, LLC

2017 - 2019 (2 years)

Compass Distributors, LLC

2017 - 2019 (2 years)

Orbis Investments (U.S.), LLC

2017 - 2019 (2 years)

Sterling Capital Distributors, LLC

2017 - 2019 (2 years)

Foreside Distribution Services, L.P

2017 - 2019 (2 years)

Vt Distributors LLC

2008 - 2017 (9 years)

Homestead Funds, Inc

2008 - 2017 (9 years)

Re Advisers Corporation

2007 - 2017 (10 years)

Nreca

2007 - 2017 (10 years)

Re Investment Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelly Whetstone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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