Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Rae Litzinger is a financial advisor currently working at J.P. Morgan Securities LLC. Kelsey Rae has been active in the financial industry since October 23, 2014. Kelsey Rae has passed several exams including the General Securities Principal Examination (Series 24), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Kelsey Rae is registered with the state regulators of Delaware, New Jersey, and New York. Kelsey Rae has previously worked at both J.P. Morgan Securities LLC and Cadaret, Grant & Co., Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
DE
11/20/2020 - Present
J.p. Morgan Securities LLC (Newark DE)
DE
11/07/2014 - 09/19/2019
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
06/22/2012 - 09/05/2013
CADARET, GRANT & CO., INC. (WILMINGTON DE)
BOTH
Issued 06/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kelsey Litzinger is the right advisor for you? Invested Better is here to help.
