Unclaimed
Kelsey Lynne Jaeger is a financial professional with over 8 years of experience in the industry. Kelsey is currently registered with Equitable Distributors, LLC. Kelsey is a Series 6 and Series 63 licensed professional. Kelsey is licensed in North Carolina and New Jersey. Kelsey has experience in investment company products, variable contracts, and securities.
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.
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.
1
2
NC
06/06/2014 - Present
Equitable Distributors, LLC (Charlotte NC)
BC
Issued 05/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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