Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Marie Outhuse is a financial advisor currently associated with Commonwealth Financial Network. She has been in the industry since 2015 and is a licensed Series 7 and SIE representative. Kelly has worked with a variety of clients during her career, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Previously, Kelly worked with Signator Investors, Inc., Transamerica Financial Advisors, Inc, Northwestern Mutual Investment Services, LLC and National Planning Corporation. Kelly offers a range of financial services including financial planning, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/08/2018 - Present
Commonwealth Financial Network (LUDLOW MA)
MA
05/13/2016 - 06/08/2016
SIGNATOR INVESTORS, INC. (WESTFIELD MA)
MA
03/05/2016 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WESTFIELD MA)
MA
09/02/2014 - 09/16/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPRINGFIELD MA)
CT
11/30/2012 - 01/27/2014
NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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