Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Anne Neal is a financial advisor with Commonwealth Financial Network. Kelsey has been in the industry since 2022, and is licensed in NC and OH. Kelsey has her Series 7, Series 66, and SIE licenses. Kelsey is a Chief Warrant Officer in the Army National Guard and is also the owner of Waypoint Wealth Solutions, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/15/2024 - Present
Commonwealth Financial Network (Medina OH)
BOTH
Issued 08/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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