Unclaimed
Kelene Marie Skrypek has been working in the financial industry since March 18, 2002. Kelene Marie Skrypek is a registered representative of Wells Fargo Advisors Financial Network, LLC. Kelene Marie Skrypek has been with Wells Fargo Advisors Financial Network, LLC since March 2016. Kelene Marie Skrypek also has experience at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Kelene Marie Skrypek is licensed to provide investment advice in Alabama, Arizona, California, District of Columbia, Florida, Georgia, Illinois, Iowa, Minnesota, North Dakota, Texas, Utah, and Wisconsin.
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.
Investment consulting services to institutional clients
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
FL
09/27/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
MN
06/01/2009 - 04/11/2016
MORGAN STANLEY (MINNEAPOLIS MN)
MN
03/19/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
BOTH
Issued 06/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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