Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Vermeulen is a registered representative with Wells Fargo Clearing Services, LLC, a leading financial services firm. Kelsey has been active in the financial industry since June 2013 and has extensive experience in providing investment advice and portfolio management services. She is a Series 7, Series 9, Series 10 and Series 63 licensed professional. Previously, Kelsey worked at Fidelity Brokerage Services LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
04/24/2019 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
04/15/2013 - 02/22/2019
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 04/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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