Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Kelly is a financial professional registered with Charles Schwab & CO., Inc. William has been in the industry since August 2017 and is currently based in Lone Tree, Colorado. William has a variety of licenses and registrations, including Series 63, Series 7, Series 9, and Series 10. William focuses on providing financial planning and wealth management services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
08/30/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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