Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Elizabeth Williams is a financial advisor who has been in the industry since 2014. Kelly is currently registered with Charles Schwab & CO., Inc. and has a Series 66, 7, 9 and 10 licenses. Kelly has previous experience with Charles Schwab & CO., Inc.. Kelly specializes in offering financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
PA
12/12/2018 - Present
Charles Schwab & CO., Inc. (Lansdale PA)
PA
02/11/2014 - 01/27/2017
CHARLES SCHWAB & CO., INC. (HORSHAM PA)
BOTH
Issued 11/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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