Unclaimed
Kelly Willette is a financial advisor with over 8 years of experience in the financial services industry. Kelly is currently registered with Empower Financial Services, Inc., and has a Series 6, Series 63 and SIE license. Kelly previously worked at GWFS EQUITIES, INC.
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.
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.
1
2
CO
11/02/2015 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
MA
05/15/2014 - 07/22/2014
GWFS EQUITIES, INC. (ANDOVER MA)
BC
Issued 12/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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