Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Curtis is an investment advisor representative with Osaic Wealth, Inc. Kelsey has been in the financial industry since September 14, 2017 and has experience working with various financial institutions, including Key Investment Services LLC, LPL FINANCIAL LLC, and Thrivent Investment Management Inc. Kelsey has passed several industry exams, including Series 6, 7TO, 63, and 66. Kelsey holds a Series 66 license and is registered in Oregon, New Mexico, and Washington as a broker-dealer and investment advisor representative.
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
WA
09/06/2023 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
09/09/2021 - 01/23/2023
LPL FINANCIAL LLC (ISSAQUAH WA)
WA
02/25/2021 - 09/03/2021
KEY INVESTMENT SERVICES LLC (Maple Valley WA)
WA
06/18/2020 - 01/15/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Bellevue WA)
WA
10/26/2016 - 09/12/2019
THRIVENT INVESTMENT MANAGEMENT INC. (SEATTLE WA)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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