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 O'Malley is an investment advisor representative with Osaic Wealth, Inc., located in Oakbrook Terrace, Illinois. Kelly Ann O'Malley has been in the securities industry for over 20 years and has a Series 6, 7, 63 and 65 licenses. Kelly Ann O'Malley has been registered with Osaic Wealth, Inc. since January 2024. Previously, Kelly Ann O'Malley was affiliated with Woodbury Financial Services, Inc. and 1717 Capital Management Company. Kelly Ann O'Malley is a licensed advisor in Arizona, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, Montana, Ohio, Pennsylvania, South Carolina, Texas, and Wisconsin. Kelly Ann O'Malley specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit sharing plans.
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.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
09/04/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKBROOK TERRACE IL)
IL
10/15/2001 - 09/11/2007
1717 CAPITAL MANAGEMENT COMPANY (LOMBARD IL)
IA
Issued 01/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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