Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Osman is a financial advisor with LPL Financial LLC in Severna Park, Maryland. Kelly is a veteran in the financial services industry, having started their career in 2002. Kelly has a strong background in various financial services, including investment advisory and securities sales. Before joining LPL Financial LLC, Kelly worked with Lincoln Financial Advisors Corporation, Resource Horizons Group LLC, Fidelity Investments Institutional Services Company, Inc., Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated.
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
MD
10/14/2016 - Present
LPL Financial LLC (SEVERNA PARK MD)
MD
07/02/2015 - 10/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (SEVERNA PARK MD)
MD
01/05/2012 - 12/31/2013
RESOURCE HORIZONS GROUP LLC (BALTIMORE MD)
MD
04/29/2010 - 12/31/2011
RESOURCE HORIZONS GROUP LLC (GLEN BURNIE MD)
RI
03/16/2006 - 04/16/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
02/21/2006 - 03/15/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
11/22/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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