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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Sorensen Hyman is an active Registered Representative with Avantax Advisory Services, a firm that offers a range of advisory and financial planning services. Kelsey has been in the industry since 2009 and has a strong record of success in serving clients. Kelsey is also a licensed Certified Public Accountant (CPA). She holds Series 63, 65, and 7 licenses, and is a registered investment advisor in Rhode Island. Kelsey's expertise and experience make her a valuable resource for individuals and businesses looking for comprehensive financial planning and investment advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
TX
10/06/2009 - Present
Avantax Advisory Services (DALLAS TX)
BC
Issued 08/24/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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