Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiel? Claim Your ProfileKiel Spencer Holmes is an investment advisor representative at Kelsey Financial, LLC. Kiel has been in the securities industry since 2014 and has experience in financial planning and portfolio management for individuals and businesses. Kiel is also a licensed insurance agent. Kiel specializes in working with high-net-worth individuals, individuals other than high-net-worth, and other investment advisors. Kelsey Financial, LLC is an independent financial advisory firm that provides a range of services to individuals and families. They offer financial planning, investment management, and insurance services. Kiel has a strong track record of success in helping clients achieve their financial goals. Prior to joining Kelsey Financial, LLC, Kiel worked at Western International Securities, Inc. and Financial West Group.
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.
Variable annuity sub-account fee-based management & alternative investment fee-based mgmt & held away mgmt-directed brokerage
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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CA
09/10/2021 - Present
Kelsey Financial, LLC (MOORPARK CA)
CA
08/21/2017 - 12/31/2017
WESTERN INTERNATIONAL SECURITIES, INC. (Los Angeles CA)
CA
03/13/2014 - 08/21/2017
FINANCIAL WEST GROUP (LOS ANGELES CA)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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