Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Wylie is a financial advisor with Vanguard Marketing Corp. based in Scottsdale, Arizona. Kelly is licensed to sell securities in 53 states and the District of Columbia. Kelly has over 10 years of experience in the financial services industry. Kelly began her career at Wells Fargo Advisors, LLC in Phoenix, Arizona. Prior to joining Vanguard Marketing Corp., Kelly worked for BBVA Securities Inc., and BBVA Compass Investment Solutions, Inc. in Mesa, Arizona.
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
AZ
10/13/2014 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
05/16/2013 - 07/15/2014
BBVA SECURITIES INC. (MESA AZ)
AZ
10/20/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MESA AZ)
AZ
01/03/2011 - 09/07/2011
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
06/17/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
AZ
02/26/2008 - 04/15/2010
WELLS FARGO ADVISORS, LLC (MESA AZ)
BC
Issued 03/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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