Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kelsey is an Investment Advisor Representative at Mutual Advisors, LLC. Charles has been in the industry since 2008. Charles is registered with the state of Texas. Charles has worked in the past with National Financial Services LLC and TD Ameritrade, Inc. Charles Kelsey is currently working in the Omaha, NE and Fort Worth, TX offices of the firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
03/15/2019 - Present
Mutual Advisors, LLC (Fort Worth TX)
TX
06/19/2014 - 02/11/2019
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
11/05/2007 - 04/29/2014
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 06/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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