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Kelly Ann Willette

Empower Financial Services, Inc.

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About Kelly Ann Willette

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.

Firm Information

Kelly Willette is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kelly Willette’s Registration & Firm History

CO

11/02/2015 - Present

Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)

MA

05/15/2014 - 07/22/2014

GWFS EQUITIES, INC. (ANDOVER MA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Ann Willette.
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