Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harold Kelson is a registered representative of Charles Schwab & CO., Inc., and has been in the securities industry since 2009. William Harold Kelson has held previous positions with THE HUNTINGTON INVESTMENT COMPANY, FIFTH THIRD SECURITIES, INC., and NATCITY INVESTMENTS, INC. William Harold Kelson has a background in financial planning, portfolio management, and security ratings. William Harold Kelson holds FINRA Series 3, 4, 6, 7, 9, 10, 63, and SIE licenses.
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
1
2
IN
08/11/2011 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
10/14/2010 - 05/10/2011
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
FL
05/12/2010 - 08/11/2010
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
FL
07/23/2008 - 02/27/2009
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
IN
12/04/2007 - 06/03/2008
NATCITY INVESTMENTS, INC. (ELKHART IN)
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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