Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Larae Willson is a financial advisor with Osaic Wealth, Inc. Kelly has been in the industry since December 2006 and has a wide range of experience. Kelly is registered with FINRA and is licensed in multiple states. Kelly has a broad range of investment expertise, including securities, mutual funds, and insurance. She is also a certified financial planner. Kelly is committed to providing her clients with personalized financial advice and guidance. She works with a variety of clients, including individuals, families, and businesses. Kelly's goal is to help her clients achieve their financial goals.
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.
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NY
11/03/2023 - Present
Osaic Wealth, Inc. (ORCHARD PARK NY)
NY
07/17/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ORCHARD PARK NY)
NY
02/07/2018 - 05/08/2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (AMHERST NY)
NY
05/22/2012 - 08/02/2017
MORGAN STANLEY (ORCHARD PARK NY)
NY
07/29/2008 - 05/04/2012
LEGEND EQUITIES CORPORATION (LAKEWOOD NY)
NY
05/16/2007 - 02/07/2008
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NY
11/11/2005 - 04/18/2007
WACHOVIA SECURITIES, LLC (WILLIAMSVILLE NY)
BOTH
Issued 01/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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