Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Elisabeth Bosley is a financial advisor with Alliance-ONE Investments, LLC. Kelley joined Alliance-ONE Investments, LLC on 1/31/2024. Before that, Kelley was with GWFS EQUITIES, INC. from 10/7/2021 to 5/10/2022 and Edward Jones from 7/2/2009 to 9/1/2020. Kelley has a Series 66, Series 7 and a SIE.
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
OK
01/31/2024 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
CO
10/07/2021 - 05/10/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
WV
07/02/2009 - 09/01/2020
EDWARD JONES (PETERSBURG WV)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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