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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Arden oconnor Reid is a financial advisor with over 23 years of experience in the industry. Kelly Arden oconnor Reid currently works for Wealth Enhancement Advisory Services, LLC. Kelly Arden oconnor Reid is registered with FINRA and has passed the Series 7, Series 66, and SIE exams. Kelly Arden oconnor Reid is a Certified Financial Planner. Kelly Arden oconnor Reid provides investment advisory services through Wealth Enhancement Advisory Services, LLC. Prior to working at Wealth Enhancement Advisory Services, LLC, Kelly Arden oconnor Reid worked at United Planners Financial Services of America A Limited Partner, Wells Fargo Clearing Services, LLC, and Morgan Stanley DW 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.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MD
04/17/2024 - Present
Wealth Enhancement Advisory Services, LLC (NEW MARKET MD)
MA
12/18/2023 - 04/08/2024
PURSHE KAPLAN STERLING INVESTMENTS (Amherst MA)
MD
10/10/2023 - 12/21/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (GAITHERSBURG MD)
MD
08/15/2001 - 05/04/2023
WELLS FARGO CLEARING SERVICES, LLC (HAGERSTOWN MD)
NY
03/07/2000 - 07/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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