Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey James Sokoloski is a financial advisor with Hamilton Lane Securities LLC in Englewood, Colorado. Kelsey has been in the securities industry since 2012 and has a Series 7 and Series 63 license. Kelsey is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 13 states, including Colorado, Arizona, Idaho, Kansas, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Utah and Wyoming. Prior to joining Hamilton Lane Securities LLC, Kelsey worked at IMST Distributors, LLC and AXA Advisors, 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.
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
CO
07/18/2021 - Present
Hamilton Lane Securities LLC (Englewood CO)
CO
11/25/2014 - 07/16/2021
IMST DISTRIBUTORS, LLC (DENVER CO)
CO
06/22/2012 - 11/14/2014
AXA ADVISORS, LLC (DENVER CO)
CO
01/01/2012 - 04/09/2012
AXA ADVISORS, LLC (DENVER CO)
BC
Issued 08/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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