Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Lynn Rhein is a financial advisor who has been in the industry since December 20, 2021. Kelsey is currently registered with Stifel, Nicolaus & Company, Inc., and has been registered with Wells Fargo Clearing Services, LLC, and Stifel, Nicolaus & Company, Incorporated in the past. Kelsey holds the Series 7TO and SIE licenses. Kelsey specializes in investments in stocks, bonds, mutual funds, ETFs, options, and variable annuities. Kelsey is based in St. Louis, Missouri and works with individuals, families, and businesses.
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.
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
MO
11/30/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
10/17/2022 - 11/29/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
12/18/2021 - 10/13/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 12/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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