Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Siedschlag is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Kelly has been in the financial services industry since April 1997. Kelly is registered with the state of California and Texas. Kelly has held previous positions with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, London Pacific Securities, Inc., Select Capital Corporation and Sutro & Co. Incorporated. Kelly specializes in providing investment advisory services to individuals, businesses, corporations, pension plans, insurance companies, charitable organizations, and state or municipal government entities.
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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2
CA
09/06/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WESTLAKE VILLAGE CA)
CA
01/03/2011 - 09/06/2022
WELLS FARGO CLEARING SERVICES, LLC (SANTA BARBARA CA)
CA
10/21/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
CA
08/01/2001 - 12/31/2001
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
CA
01/24/1997 - 03/30/2000
SELECT CAPITAL CORPORATION (SACRAMENTO CA)
CA
03/08/1994 - 01/24/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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