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 Peacock is a financial advisor currently associated with Private Advisor Group, LLC. Kelsey has been working in the financial industry since October 9, 2012. Kelsey has a Series 66 license. Kelsey has passed the Series 7 and SIE examinations. Kelsey is registered in Kentucky as a Broker-Dealer and Investment Advisor. Kelsey is also a notary. Kelsey previously worked for Money Concepts Capital Corp. Kelsey has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/12/2015 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
KY
10/01/2012 - 01/03/2014
MONEY CONCEPTS CAPITAL CORP (OWENSBORO KY)
BOTH
Issued 12/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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