Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Wilson is a financial advisor with PFS Investments Inc. Kelly has over 10 years of experience in the financial services industry. Kelly is registered to provide investment advice and securities in Texas. Kelly previously worked for EDWARD JONES and WELLS FARGO ADVISORS, LLC. Kelly has Series 6, 7, 63, and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/12/2019 - Present
PFS Investments Inc. (HOUSTON TX)
TX
03/07/2013 - 06/04/2015
EDWARD JONES (WEBSTER TX)
TX
05/29/2012 - 03/05/2013
WELLS FARGO ADVISORS, LLC (FRIENDSWOOD TX)
TX
06/29/2007 - 03/21/2012
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
CA
10/31/2003 - 06/27/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 04/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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