Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Kelting is a financial advisor with Vntr Securities LLC in San Francisco, CA. Whitney has been a registered representative in the securities industry since 2009. Whitney is licensed to sell securities in California and New York. Whitney has experience with a variety of investment products and services, including stocks, bonds, mutual funds, and ETFs.
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.
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.
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CA
04/28/2022 - Present
Vntr Securities LLC (San Francisco CA)
CA
03/30/2022 - 04/25/2022
FRANKLIN DISTRIBUTORS, LLC (SAN MATEO CA)
CA
01/31/2019 - 05/05/2020
BACKSTROM MCCARLEY BERRY & CO., LLC (SAN FRANCISCO CA)
CA
11/17/2017 - 01/30/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
08/22/2014 - 03/11/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
05/10/2012 - 08/12/2014
HIGHTOWER SECURITIES, LLC (SAN FRANCISCO CA)
CA
07/22/2010 - 03/08/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
UT
07/31/2009 - 08/12/2009
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
BC
Issued 08/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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