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Kellie Lee Weil

Pruco Securities, LLC

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About Kellie Lee Weil

Kellie Weil has been in the financial services industry since 2004 and is currently a Registered Representative with Pruco Securities, LLC. Kellie has experience in various aspects of financial services, including investments, insurance, and financial planning. Kellie is licensed in the state of New Jersey and has extensive experience working with individual clients, corporations, and trusts.

Firm Information

Kellie Weil is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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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other

Compensation from lpl enterprise, llc

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Kellie Weil’s Registration & Firm History

NJ

04/12/2022 - Present

Pruco Securities, LLC (NEWARK NJ)

NJ

01/12/2011 - 03/08/2022

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

07/15/2010 - 09/23/2010

TD AMERITRADE, INC. (JERSEY CITY NJ)

NY

10/29/2009 - 06/29/2010

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

NY

04/28/2004 - 10/19/2009

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2018

Series 24 - General Securities Principal Examination

BC

Issued 03/05/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kellie Lee Weil.
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