Unclaimed
Ginger Marie Kessel is a financial advisor with over 19 years of experience in the industry. She has held positions with Edward Jones, Citigroup Global Markets Inc., EK Riley Investments, LLC, and LPL Financial LLC. Ginger currently works at Commonwealth Financial Network in Waltham, MA. Ginger is registered to provide financial and investment advice in Arizona, California, Florida, Idaho, Iowa, Montana, New York, Oregon, Rhode Island, Tennessee, Utah, Vermont, Virginia, and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/18/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
WA
10/01/2020 - 08/27/2021
LPL FINANCIAL LLC (WALLA WALLA WA)
WA
04/26/2013 - 11/06/2020
EK RILEY INVESTMENTS, LLC (WALLA WALLA WA)
WA
04/24/2009 - 04/29/2013
EDWARD JONES (WALLA WALLA WA)
WA
05/22/2003 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (YAKIMA WA)
IA
Issued 10/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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