Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Wolin is a financial professional registered with Fidelity Distributors Co. Llc. Kelly has been in the financial industry since August 2022. Kelly is licensed in all 50 states and the District of Columbia and has passed the Series 63, Series 7, and the SIE exams.
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
RI
08/10/2022 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kelly Wolin is the right advisor for you? Invested Better is here to help.
