Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey McCarthy is a financial professional with over 8 years of experience in the industry. Kelsey is currently registered with Equitable Distributors, LLC and holds Series 6, 63 and 66 licenses. In addition, Kelsey holds the SIE exam. Kelsey is registered in 10 states including Alaska, Arizona, California, Hawaii, Montana, Nevada, New Mexico, Oregon, Texas and Washington.
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.
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2
NC
02/13/2024 - Present
Equitable Distributors, LLC (Charlotte NC)
CA
10/20/2015 - 01/29/2024
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 01/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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