Unclaimed
Kelly Nguyen is a financial professional with over 10 years of experience in the industry. Kelly currently works at J.p. Morgan Institutional Investments Inc. and holds both a Series 6 and SIE license. Kelly has previously worked at Nationwide Investment Services Corporation.
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
OH
04/13/2023 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
05/08/2012 - 02/14/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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