Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Althouse is a financial advisor with Crux Wealth Advisors. Kelsey has over 10 years of experience in the financial industry. She is registered with the state of Washington as an investment advisor representative. Kelsey holds Series 7, 9, 10, 66, and SIE licenses. Kelsey specializes in working with high-net-worth individuals and families, providing financial planning and investment management services. Kelsey's previous employers include Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WA
08/03/2024 - Present
Crux Wealth Advisors (Lake Forest Park WA)
CA
02/17/2021 - 08/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)
WA
04/02/2020 - 02/10/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
AZ
04/25/2016 - 03/17/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
04/09/2014 - 03/28/2016
EDWARD JONES (TEMPE AZ)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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