Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Ann Odey is a financial advisor with LPL Financial LLC. Kelsey has been in the financial services industry since 2009. Kelsey has held previous positions with UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Kelsey is registered with the state of Colorado as an 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.
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.
1
2
CO
08/09/2018 - Present
LPL Financial LLC (DENVER CO)
CO
10/30/2015 - 05/01/2018
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CO
03/21/2014 - 11/17/2015
UBS FINANCIAL SERVICES INC. (BOULDER CO)
CO
11/21/2007 - 02/25/2013
UBS FINANCIAL SERVICES INC. (DENVER CO)
BOTH
Issued 02/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelsey Odey is the right advisor for you? Invested Better is here to help.
