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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Thomas is a financial advisor with Commonwealth Financial Network, registered with FINRA and the state of Massachusetts. Kelsey joined Commonwealth Financial Network in 2017 and has been with the firm in multiple roles since then, including a period with Canaccord Genuity LLC between 2022 and 2023. Kelsey has a Series 7TO, Series 66 and Series 24 licenses and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Kelsey is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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2
MA
06/14/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
08/17/2022 - 06/20/2023
CANACCORD GENUITY LLC (BOSTON MA)
MA
08/17/2019 - 08/10/2022
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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