Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Boyle Wilson is a financial advisor who has been active in the industry since August 21, 2000. Kelly is currently registered with State Street Global Markets, LLC. Kelly holds the Series 7, Series 63, and SIE licenses. Previously, Kelly worked for STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC. Kelly is registered in 53 states and Puerto Rico.
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.
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2
MA
05/01/2017 - Present
State Street Global Markets, LLC (BOSTON MA)
MA
08/22/2000 - 05/01/2017
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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