Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwendolyn? Claim Your ProfileGwendolyn Kellum is a financial professional with over 20 years of experience in the industry. Gwendolyn currently works as a Registered Representative at Truist Investment Services, Inc., a firm with an active Broker-Dealer registration and inactive Investment Advisor registration. Previously, Gwendolyn worked at firms such as Arkadios Capital, Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc.. Gwendolyn is licensed in 52 states for Broker-Dealer activities.
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.
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.
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2
GA
08/29/2019 - Present
Truist Investment Services, Inc. (ATLANTA GA)
GA
07/03/2017 - 11/27/2018
ARKADIOS CAPITAL (Atlanta GA)
GA
01/30/2015 - 07/03/2017
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
GA
04/05/2005 - 01/26/2015
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
TX
08/27/2001 - 09/10/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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