Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Kesler Harley is a financial advisor who has been in the industry since 1984. Molly is currently registered with UBS Financial Services Inc. and has held previous roles with D.A. Davidson & CO., DAIN BOSWORTH INCORPORATED, and BOETTCHER & COMPANY, INC. Molly holds Series 63, 65 and 7 licenses, and her expertise includes a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Molly is dedicated to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
11/05/2008 - Present
UBS Financial Services Inc. (SPOKANE WA)
WA
05/12/1995 - 11/24/2008
D.A. DAVIDSON & CO. (SPOKANE WA)
NA
03/31/1986 - 05/12/1995
DAIN BOSWORTH INCORPORATED
NA
12/21/1983 - 02/28/1986
BOETTCHER & COMPANY, INC.
IA
Issued 01/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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