Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Boisvert is an investment advisor representative at Edelman Financial Engines. Kelly has been working in the financial services industry since 2007. Kelly has a Series 63, Series 65 and Series 7 license, and holds the SIE designation. Kelly is registered with the state of Virginia as an Investment Advisor Representative. Kelly previously worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Charles Schwab & Co., Inc.. Kelly's areas of specialization include: Retirement planning, College savings plans, Estate planning, Insurance, and Financial planning for individuals and families.
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 02/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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