Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Meeker is an active investment advisor representative with Osaic Wealth, Inc.. Kelly has been in the financial industry since July 13, 2013. Kelly has Series 7, 6, 31, 63, 65 and 66 licenses and has held various positions with a number of financial firms over the years. Kelly specializes in financial planning, portfolio management and educational seminars. The firm is headquartered in Scottsdale, AZ and has 39,691 clients with 94,557,613,744 in assets under management.
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
IL
06/13/2024 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
04/10/2022 - 06/06/2024
MORGAN STANLEY (Chicago IL)
IL
05/03/2012 - 08/03/2012
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
CO
04/22/2010 - 05/25/2010
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
06/01/2009 - 04/26/2010
MORGAN STANLEY SMITH BARNEY (CENTENNIAL CO)
CO
10/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTENNIAL CO)
KS
01/08/2008 - 10/01/2008
NATIONAL PLANNING CORPORATION (LENEXA KS)
KS
04/02/2007 - 08/22/2007
MORGAN STANLEY & CO., INCORPORATED (OVERLAND PARK KS)
KS
02/12/2002 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
MO
07/05/2001 - 08/20/2001
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IL
01/26/2000 - 07/05/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 07/22/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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