Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Kelsey is a registered representative at W&S Brokerage Services, Inc. Zachary has been in the industry since April 2024 and holds both Series 63 and Series 6TO licenses. Zachary is also licensed in Ohio. W&S Brokerage Services, Inc. is headquartered in Cincinnati, Ohio, and specializes in portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
04/08/2024 - Present
W&S Brokerage Services, Inc. (GROVE CITY OH)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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