Unclaimed
Kelsey Walsh is a registered representative with Lincoln Financial Distributors, Inc., and holds the Series 6 and Series 63 licenses. Kelsey has been active in the industry since June 2017. Kelsey’s focus is on providing financial guidance to individuals and families. Kelsey specializes in investment company products and variable contracts, and is committed to providing personalized advice that aligns with client goals and risk tolerance.
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.
1
2
PA
06/30/2017 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 07/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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