Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly-ann? Claim Your ProfileKelly-ann Lazare is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kelly-ann has been in the industry since 2012 and is registered in 37 states. Kelly-ann is also a registered investment advisor in New Jersey, New York, and Texas. Kelly-ann specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. Kelly-ann also works with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. In addition to working at Wells Fargo Advisors Financial Network, LLC, Kelly-ann also works as a Senior Accountant for The Joachim Group CPA's and Accountants.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NEW YORK NY)
NY
11/26/2012 - 03/10/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
12/22/2011 - 11/12/2012
AXIOM CAPITAL MANAGEMENT, INC. (MT. KISCO NY)
BOTH
Issued 06/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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