Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly O'Neill is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kelly has been in the financial services industry since 2002 and has a broad range of experience. Kelly is licensed to provide investment advice in several states. Kelly is committed to helping clients achieve their financial goals through a personalized approach.
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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NY
10/30/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WILLIAMSVILLE NY)
NY
09/10/2002 - 04/24/2015
EDWARD JONES (WILLIAMSVILLE NY)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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