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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 Lynn Wonser is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Kelsey has been in the financial industry since 2013. Kelsey holds the Series 6, 7, 63, and 65 licenses. Kelsey is registered to provide securities and investment advisory services in Colorado, Florida, Georgia, Kansas, Nebraska, North Carolina, Ohio, Oklahoma, and Texas. In addition to their work at LPL Financial LLC, Kelsey also runs a DBA called Family Wealth Management. Kelsey is a dedicated and experienced financial professional with a strong commitment to helping clients achieve 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.
Consulting and other non-discretionary advisory services
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
KS
03/31/2021 - Present
LPL Financial LLC (WINFIELD KS)
IA
Issued 04/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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