Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Malecki is a registered representative with Morgan Stanley. Kelly has been in the industry since August 2013. Kelly has passed the Series 66, Series 7, and SIE exams. Kelly is licensed to sell securities in 51 states and the District of Columbia. Kelly also holds an investment adviser representative registration in Illinois and Texas. Before joining Morgan Stanley, Kelly was employed by Wells Fargo Clearing Services LLC, Fidelity Brokerage Services LLC, and Wells Fargo Advisors LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
10/28/2022 - Present
Morgan Stanley (Chicago IL)
IL
11/29/2017 - 11/04/2022
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
03/31/2016 - 11/10/2017
FIDELITY BROKERAGE SERVICES LLC (ORLAND PARK IL)
IL
04/02/2014 - 03/15/2016
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IL
07/31/2013 - 03/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 09/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kelly Malecki is the right advisor for you? Invested Better is here to help.
