Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Lebeda is a financial advisor at Fidelity Personal And Workplace Advisors. Kelsey is a registered representative with FINRA and has been in the industry since 2012. Kelsey has a wide range of experience and has worked with clients from all walks of life. Kelsey is passionate about helping her clients reach their financial goals. Kelsey has a deep understanding of the financial markets and is committed to providing her clients with the highest level of service.
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.
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
FL
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
FL
10/19/2018 - 02/03/2022
CHARLES SCHWAB & CO., INC. (West Palm Beach FL)
FL
09/10/2012 - 10/01/2018
FIDELITY BROKERAGE SERVICES LLC (PALM BEACH GARDENS FL)
BOTH
Issued 06/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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