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 registered with Cetera Investment Advisers LLC. Kelly has been in the financial services industry since 1998 and has a Series 7, Series 63, and Series 66 licenses. Kelly also holds a SIE license. Prior to joining Cetera Investment Advisers LLC, Kelly was employed by LPL FINANCIAL LLC, PRIMEVEST FINANCIAL SERVICES, INC., and ARIS SECURITIES COMPANY. Kelly works from the State College branch office of Cetera Investment Advisers 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.
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 7/7/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/4/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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