Unclaimed
Kelley Meagher is a registered investment advisor representative with Osaic Wealth, Inc. Kelley has been active in the industry since September 13, 2020. Kelley is licensed in Pennsylvania and has earned the Series 7, SIE, 63, and 66 licenses. Kelley holds the designation of Notary Public, and works with a wide variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. In addition to providing financial planning and portfolio management, Kelley also offers educational seminars and selection of other advisors.
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.
1
2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (EXTON PA)
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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