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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsie? Claim Your ProfileKelsie Kahn is a financial advisor with Fidelity Personal And Workplace Advisors. Kelsie has been in the industry since 2016 and has experience with Charles Schwab & Co., Inc., Morgan Stanley, and now with Fidelity Personal And Workplace Advisors. Kelsie holds Series 63, 66, 7, 9, 10, and SIE licenses and has a proven track record of providing financial advice to clients. Kelsie specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, 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.
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.
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.
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2
CA
10/18/2023 - Present
Fidelity Personal AND Workplace Advisors (BERKELEY CA)
CA
05/10/2022 - 09/08/2023
MORGAN STANLEY (San Francisco CA)
WA
05/16/2016 - 05/03/2022
CHARLES SCHWAB & CO., INC. (Seattle WA)
BOTH
Issued 11/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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