Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Rae Welker is a financial advisor at LPL Financial LLC in San Antonio, TX. Kelly has been in the financial services industry since 1998. Kelly specializes in providing financial planning, portfolio management for businesses and individuals, and consulting services. Kelly is registered to provide investment advisory services in California and Texas. Kelly also holds a Series 7, Series 24, Series 51, and Series 63 license.
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.
Consulting and other non-discretionary advisory services
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
TX
11/08/2019 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
09/22/2017 - 11/13/2019
SAGEPOINT FINANCIAL, INC. (SAN ANTONIO TX)
TX
01/19/2007 - 10/02/2017
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
10/11/2001 - 01/23/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MO
10/22/1998 - 10/11/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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