Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Kelson is a financial professional with over 25 years of experience in the industry. David is currently registered with Osaic Institutions, Inc. and has previously been registered with Citizens Securities, Inc., LPL Financial LLC, Santander Securities LLC, CCO Investment Services Corp., LPL Financial Corporation, IFMG Securities, Inc., MFS/Sun Life Financial Distributors, Inc., Sun Life of Canada (U.S.) Distributors, Inc., and Liberty Funds Distributor, Inc. David is licensed in Massachusetts, New Hampshire, Rhode Island, North Carolina, and South Carolina. David's specializations include Investment Advisory Services, Portfolio Management, and Financial Planning. David provides services to a variety of clients including corporations or other businesses, individuals other than high-net-worth, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
MA
02/21/2018 - Present
Osaic Institutions, Inc. (Weymouth MA)
MA
09/06/2016 - 02/21/2018
CITIZENS SECURITIES, INC. (FRANKLIN MA)
MA
01/03/2014 - 08/02/2016
LPL FINANCIAL LLC (RANDOLPH MA)
MA
09/19/2012 - 01/06/2014
SANTANDER SECURITIES LLC (EAST MILTON MA)
MA
02/05/2009 - 09/19/2012
LPL FINANCIAL LLC (BRAINTREE MA)
MA
12/19/2008 - 01/20/2009
CCO INVESTMENT SERVICES CORP. (QUINCY MA)
MA
05/27/2008 - 01/09/2009
LPL FINANCIAL CORPORATION (BRAINTREE MA)
MA
12/16/2004 - 05/27/2008
IFMG SECURITIES, INC. (NORWELL MA)
MA
08/16/2004 - 11/22/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
12/16/2002 - 08/31/2004
IFMG SECURITIES, INC. (PURCHASE NY)
MA
06/01/2001 - 12/31/2002
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
06/11/1997 - 09/12/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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