Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Christopher Bengoa is a financial advisor registered with LPL Financial LLC in Los Olivos, CA. Kelsey has been a Registered Representative since May 2009. Previously, Kelsey Christopher Bengoa was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WADDELL & REED, INC. Kelsey Christopher Bengoa holds Series 7, 66, and SIE securities licenses. In addition to their financial advisory work, Kelsey Christopher Bengoa also owns a DBA for their LPL business and provides services through Coastal Funding, 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.
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
CA
08/03/2017 - Present
LPL Financial LLC (LOS OLIVOS CA)
CA
04/30/2010 - 12/10/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GRANITE BAY CA)
CA
05/11/2009 - 05/04/2010
WADDELL & REED, INC. (SACRAMENTO CA)
BOTH
Issued 06/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelsey Bengoa is the right advisor for you? Invested Better is here to help.
