Unclaimed
Kelsey Vinson is a financial professional with over five years of experience in the industry. Kelsey has a strong background in investment banking, having previously worked at Rothschild & Co US Inc. in Los Angeles, California. Kelsey is currently a registered representative with Ba Securities, LLC, a firm with a focus on providing investment services to clients. Kelsey is licensed in California, Pennsylvania, and Texas and holds the Series 79, SIE and Series 63 licenses.
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.
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.
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2
PA
06/01/2021 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
CA
09/20/2018 - 04/01/2021
ROTHSCHILD & CO US INC. (LOS ANGELES CA)
BC
Issued 11/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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