Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Windsor Anderson is a financial advisor registered with Russell Investments. Kelsey has been in the financial industry for over 8 years. Kelsey is licensed in Washington and Wisconsin and has Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Kelsey's experience includes previous roles with Federated Securities Corp., Infinex Investments, Inc., and Transamerica Capital, 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
10/02/2017 - Present
Russell Investments (Milwaukee WI)
PA
11/22/2016 - 09/28/2017
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
PA
05/16/2016 - 11/28/2016
INFINEX INVESTMENTS, INC. (Wexford PA)
CO
05/01/2014 - 03/04/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelsey Anderson is the right advisor for you? Invested Better is here to help.
