Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jo Wian is a financial advisor currently registered with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Kelly has over 20 years of experience in the financial services industry and is committed to providing personalized financial advice and planning services. Her expertise spans a range of services, including financial planning, portfolio management, and investment advisory services for both individuals and businesses. Kelly holds a Series 7 and Series 66 license, and she is also licensed to offer investment advisory services in Pennsylvania. Before joining Cetera, Kelly worked with LPL Financial LLC, PrimeVest Financial Services, Inc., and Aris Securities Company.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
PA
07/11/2016 - Present
Cetera Investment Advisers LLC (STATE COLLEGE PA)
PA
01/20/2009 - 02/13/2014
LPL FINANCIAL LLC (STATE COLLEGE PA)
PA
12/17/2004 - 01/26/2009
PRIMEVEST FINANCIAL SERVICES, INC. (STATE COLLEGE PA)
OH
12/07/1998 - 01/06/2003
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
BOTH
Issued 07/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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