Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Nicole Hunter is a registered representative with Osaic Wealth, Inc. Kelsey has been in the financial services industry since February 23, 2018. Kelsey holds FINRA Series 6, 7, 63, and 66 licenses. Kelsey is also registered as an investment advisor representative in Michigan. Kelsey's current firm is Osaic Wealth, Inc. which is based in Scottsdale, AZ. Kelsey has been a representative at Osaic Wealth, Inc. since January 19, 2024. Before joining Osaic Wealth, Inc., Kelsey was a registered representative at Woodbury Financial Services, Inc. and Securian Financial Services, Inc. in Michigan. Kelsey specializes in providing financial planning, investment management, and pension consulting services to 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.
A percentage of the total value of assets under management is charged.
1
2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (BRIGHTON MI)
MI
03/06/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRIGHTON MI)
MI
04/03/2019 - 03/06/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
02/13/2018 - 03/22/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
BOTH
Issued 06/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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