Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelcie? Claim Your ProfileKelcie Schiraldi is a financial advisor with over 10 years of experience in the industry. Kelcie is registered with LPL Financial LLC and has held previous positions with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., VOYA FINANCIAL ADVISORS, INC., and PURSHE KAPLAN STERLING INVESTMENTS. Kelcie is a CERTIFIED FINANCIAL PLANNER™ professional and has a Personal Financial Specialist designation.
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.
Consulting and other non-discretionary advisory services
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
OH
08/27/2024 - Present
LPL Financial LLC (YOUNGSTOWN OH)
OH
09/01/2023 - 08/29/2024
OSAIC WEALTH, INC. (YOUNGSTOWN OH)
OH
12/01/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (YOUNGSTOWN OH)
OH
01/11/2019 - 12/06/2021
VOYA FINANCIAL ADVISORS, INC. (COLUMBIANA OH)
OH
05/31/2013 - 06/26/2015
PURSHE KAPLAN STERLING INVESTMENTS (Canfield OH)
BOTH
Issued 06/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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