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Kelly Rae Wilson

Northern Trust Securities, Inc.

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About Kelly Rae Wilson

Kelly Rae Wilson is a registered representative with Northern Trust Securities, Inc. and has been in the financial industry since November 2010. Kelly is licensed in all 50 states and the District of Columbia. Kelly specializes in portfolio management for businesses and individuals, as well as pooled investment vehicles. Prior to joining Northern Trust Securities, Inc., Kelly was a registered representative with BNY Mellon Securities Corporation in Boston. Kelly is a Series 3, Series 7, and Series 63 licensed representative and holds a SIE license.

Firm Information

Kelly Wilson is currently registered with Northern Trust Securities, Inc.. Northern Trust Securities, Inc. is a corporation headquartered in Chicago, IL, formed in 1979. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer selection of other advisers. Northern Trust Securities, Inc. is registered with the SEC and in 53 states. They manage approximately $1,026,259,255 in regulatory assets.
Northern Trust Securities, Inc.

333 S. WABASH AVENUE

CHICAGO, IL 60604

$1.03B

Assets Under Management

2,110

Total Clients

282

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kelly Wilson’s Registration & Firm History

MA

05/09/2022 - Present

Northern Trust Securities, Inc. (BOSTON MA)

MA

11/17/2010 - 05/02/2022

BNY MELLON SECURITIES CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 01/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Rae Wilson.
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