Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Strait is a financial advisor with over 8 years of experience in the financial services industry. Kelsey currently works for Flagship Harbor Advisors, LLC, providing investment advice to individuals and families. Kelsey also has experience with providing financial planning services and portfolio management. Kelsey is registered with the state of Massachusetts and has Series 66, 7, and SIE 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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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MA
11/15/2023 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
04/09/2018 - 11/15/2021
CANTELLA & CO., INC. (Malden MA)
MA
05/07/2015 - 04/03/2018
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 05/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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