Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Marsch is a registered representative with Jonestrading, a firm with a brokerage-dealer license. Kelly has over 8 years of experience in the financial services industry. Kelly is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 99TO, and SIE licenses. Kelly is also registered with the following states: California, Colorado, Connecticut, Florida, Hawaii, Illinois, Massachusetts, New York, North Carolina, South Carolina, Texas, and Utah. Kelly's previous experience includes working at Wells Fargo Securities, LLC and Wells Fargo Prime Services, 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.
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.
1
2
SC
10/20/2023 - Present
Jonestrading (Daniel Island SC)
NC
01/27/2016 - 10/24/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
11/16/2020 - 12/01/2020
WELLS FARGO PRIME SERVICES, LLC (New York NY)
NY
05/13/2015 - 11/09/2017
WELLS FARGO PRIME SERVICES, LLC (NEW YORK NY)
BC
Issued 01/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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