Unclaimed
Kelly Livesey Doherty is an investment advisor representative at Market Street Wealth Management. Kelly has been in the financial industry since 2007. She is a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in the state of Pennsylvania. She is also a Registered Investment Advisor with the state of Pennsylvania. Kelly specializes in working with high-net-worth individuals and individuals other than high-net-worth. Kelly has a strong commitment to providing personalized financial advice and helping her clients achieve their financial goals. Prior to joining Market Street Wealth Management, Kelly worked at Vanguard Marketing Corporation and Ameriprise Financial Services, Inc..
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Payment for client referrals
1
2
PA
10/19/2012 - Present
Market Street Wealth Management (WEST CHESTER PA)
PA
11/28/2011 - 05/04/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
07/11/2007 - 11/22/2011
AMERIPRISE FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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