Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Fetsch Hotovec is a financial advisor at Fidelity Personal And Workplace Advisors. Kelly has been in the financial industry since 2017. Kelly has a strong background in financial planning, and Kelly is dedicated to providing clients with personalized advice and guidance. Kelly holds Series 7, 63, and 66 securities licenses and is registered to provide investment advice in Oklahoma and Texas. Kelly is also a registered representative of Fidelity Brokerage Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
OK
01/18/2022 - Present
Fidelity Personal AND Workplace Advisors (TULSA OK)
OK
02/10/2020 - 10/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TULSA OK)
TX
07/31/2007 - 12/15/2009
CLARK SECURITIES, INC. (DALLAS TX)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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