Unclaimed
Kelsey Connelly is a financial advisor with Raymond James Financial Services, Inc. Kelsey has been in the financial services industry since October 28, 2010. Kelsey holds the Series 63, Series 7 and SIE licenses. Kelsey is registered to conduct business in Iowa, Kansas, Minnesota, Missouri and Oklahoma. Kelsey was previously employed by J.P. MORGAN SECURITIES LLC in Oklahoma City, Oklahoma.
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.
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.
1
2
OK
10/17/2012 - Present
Raymond James Financial Services, Inc. (EDMOND OK)
OK
10/29/2010 - 11/06/2012
J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)
BC
Issued 12/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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