Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorena? Claim Your ProfileLorena Michelle Kelley is an investment advisor representative at Osaic Wealth, Inc. Lorena has over 23 years of experience in the financial services industry, with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Lorena has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and a high level of professionalism.
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.
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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AZ
08/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
01/05/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
01/05/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/05/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/05/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/04/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
02/04/2015 - 03/12/2018
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/04/2015 - 03/12/2018
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
02/04/2015 - 03/12/2018
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
06/28/2013 - 10/15/2014
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
IL
01/12/2005 - 06/28/2013
AMERICAN GENERAL EQUITY SERVICES CORPORATION (SPRINGFIELD IL)
AZ
10/01/2002 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/04/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 06/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/21/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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