Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Susanna Gibson is a financial advisor based in Erie, PA. Kelly has been in the financial services industry since 2001 and currently works with Osaic Wealth, Inc. Kelly has experience with a variety of firms, including Securities America, Inc., VOYA Financial Advisors, Inc., VALIC Financial Advisors, Inc., Allstate Financial Services, LLC, Northwestern Mutual Investment Services, LLC, and AIG Retirement Advisors, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
12/08/2021 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
09/11/2015 - 12/10/2021
VOYA FINANCIAL ADVISORS, INC. (ERIE PA)
PA
08/29/2011 - 02/05/2015
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
12/20/2010 - 08/22/2011
ALLSTATE FINANCIAL SERVICES, LLC (ERIE PA)
PA
02/25/2009 - 11/24/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ERIE PA)
PA
01/29/2001 - 02/11/2009
AIG RETIREMENT ADVISORS, INC. (PITTSBURGH PA)
TX
01/29/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 05/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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