Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Elizabeth McGoldrick is an active investment advisor representative with Osaic Wealth, Inc. and has been in the financial industry for over 12 years. Kelley holds the Series 7, Series 63, and Series 65 licenses and has been registered in 13 states. Kelley also serves as a board member for several organizations including Cornell University Varsity Athletic Alumni Association and Cornell Adult University Board of Directors. Kelley specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
MA
11/07/2023 - Present
Osaic Wealth, Inc. (MARION MA)
MA
05/03/2017 - 11/02/2023
COMMONWEALTH FINANCIAL NETWORK (WELLESLEY MA)
MA
12/04/2012 - 05/05/2017
MORGAN STANLEY (WELLESLEY MA)
MA
02/09/2012 - 11/15/2012
AMERIPRISE FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
VT
08/18/2011 - 11/18/2011
ALTRUSHARE SECURITIES LLC (MANCHESTER VT)
IA
Issued 01/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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