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Kelsey Lynn Slonieski

Natixis Advisors, LLC

Boston, MA

Whitefish Bay, WI

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Current Employers
Natixis Advisors, Llc

888 Boylston Street Suite 800, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-05-31
  • MA RA
    APPROVED
    Since 2018-05-31

Branch Locations

888 Boylston Street Suite 800, Boston, MA 02199 • United States

Whitefish Bay, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hennion & Walsh, Inc. Parsippany NJ 09/2009 11/2016
John Hancock Boston MA 11/2016 05/2018
John Hancock Distributors Llc Boston MA 01/2017 05/2018
Natixis Distribution, Llc Boston MA 05/2018 Present
Natixis Advisors, Llc Boston MA 05/2018 Present
  • 09/2009 → 11/2016
    Hennion & Walsh, Inc.
    Parsippany, NJ
  • 11/2016 → 05/2018
    John Hancock
    Boston, MA
  • 01/2017 → 05/2018
    John Hancock Distributors Llc
    Boston, MA
  • 05/2018 → Present
    Natixis Distribution, Llc
    Boston, MA
  • 05/2018 → Present
    Natixis Advisors, Llc
    Boston, MA
Previous Registrations
Other Businesses

Rental property / No / Charlestown, MA / Rental income / Owner / 7-15-22 / 1 / 0 / Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-13
S63 Uniform Securities Agent State Law Examination 2010-01-14
  • S65 Uniform Investment Adviser Law Examination
    2016-05-13
  • S63 Uniform Securities Agent State Law Examination
    2010-01-14
Other Names
  • Kelsey Lynn Sloniesk
  • Kelsey Lobaton

View on SEC IAPD

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NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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