Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly A Souza is a registered representative with Wells Fargo Securities, LLC. Kelly has been in the industry since April 10, 2022 and holds the Series 63, SIE and Series 79TO licenses. Kelly is licensed in all 50 states and the District of Columbia. The firm is located in Seattle, Washington.
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.
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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WA
04/11/2022 - Present
Wells Fargo Securities, LLC (Seattle WA)
BC
Issued 05/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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