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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsea? Claim Your ProfileKelsea Yeskevicz is an investment advisor representative at World Investment Advisors, LLC. Kelsea has been in the financial industry for over 5 years. Kelsea is licensed to provide advisory services in 22 states, including Massachusetts, California, and New York. Kelsea's current role at World Investment Advisors, LLC focuses on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Kelsea holds several licenses, including Series 63, Series 65, and Series 7TO, and has also earned the General Securities Sales Supervisor - Options Module Examination (Series 9) and the Securities Industry Essentials Examination (SIE). Kelsea has a strong background in the financial services industry, having previously worked at Raymond James Financial Services, Inc. and Fidelity Distributors Company LLC.
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.
1
2
MA
07/03/2024 - Present
World Investment Advisors, LLC (Worcester MA)
MA
10/27/2020 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
RI
08/09/2019 - 10/21/2020
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
IA
Issued 11/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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