Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Van winkle is a financial advisor with Schwab Wealth Advisory, Inc., who has been in the industry since 2006. Kelly holds both state and federal licenses, and is a Certified Financial Planner. Kelly has extensive experience in portfolio management for individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/03/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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