Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Leigh Shea is a financial professional with Charles Schwab & Co., Inc. Kelley has been in the financial services industry since February 12, 2024. Kelley holds the Series 7TO, Series 24 and SIE licenses. Kelley is a Registered Representative and is licensed in the state of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
02/12/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 07/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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