Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lombardo is a financial advisor with over 24 years of experience in the industry. Kelly is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2019. Previously, Kelly was with WELLS FARGO CLEARING SERVICES, LLC from February 2007 to June 2019. Prior to that, Kelly worked for MORGAN STANLEY DW INC. from February 1999 to February 2007 and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from April 1998 to February 1999. Kelly holds Series 7, 63, and 66 securities licenses. Kelly specializes in providing financial planning, portfolio management and investment consulting services to both individual and institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
06/06/2019 - Present
Wells Fargo Advisors Financial Network, LLC (HIGHLAND PARK IL)
IL
02/02/2007 - 06/06/2019
WELLS FARGO CLEARING SERVICES, LLC (HIGHLAND PARK IL)
IL
02/24/1999 - 02/06/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
NY
04/08/1998 - 02/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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