Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Tucker is an investment advisor representative registered with Osaic Wealth, Inc. Kelly is based in Sterling Heights, Michigan, where Kelly Tucker has been working in the financial services industry since 2014. Kelly holds a Series 7TO, Series 63, and Series 65 licenses, allowing Kelly to provide investment advice and securities trading services to individuals, businesses, and institutions. Kelly also holds insurance licenses and operates a separate insurance business. Kelly is a skilled financial professional with experience in financial planning, portfolio management, and insurance. Kelly is dedicated to helping clients reach their financial goals and offers a personalized approach to each client.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
10/13/2020 - 06/14/2024
SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)
MI
06/15/2020 - 08/26/2020
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
BC
Issued 10/10/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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