Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Kelly is an investment advisor representative with Private Advisor Group, LLC. Wendy has been in the financial services industry since 2000, and has worked with a variety of clients including individuals, families, trusts, and businesses. Wendy is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
CT
11/27/2019 - Present
Private Advisor Group, LLC (West Hartford CT)
CT
09/19/2008 - 03/31/2016
NFP ADVISOR SERVICES, LLC (WEST HARTFORD CT)
CT
06/05/2003 - 03/30/2007
NFP SECURITIES, INC. (WEST HARTFORD CT)
IN
11/27/2000 - 05/20/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
09/26/2000 - 05/20/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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