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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Boisvert is an investment advisor representative with Edelman Financial Engines. Kelly has been in the financial industry for 14 years. She is registered with the state of Virginia. Kelly is licensed to provide financial advice in Virginia and has passed exams covering Securities Industry Essentials (SIE), General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), and Uniform Investment Adviser Law (Series 65). Kelly has worked with a variety of firms including Charles Schwab & Co., Inc., Sanders Morris Harris LLC, EF Legacy Securities, LLC and Edelman Financial Engines.
Midlothian, VA
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (Midlothian VA)
VA
04/22/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
08/05/2009 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
CO
08/16/2007 - 10/29/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 2/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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