Kelsey DunneCRD Number: 6937575
Current Firm: Fidelity Personal And Workplace Advisors
Kelsey Dunne (CRD# 6937575) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 4 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Fidelity Brokerage Services LLC||Greenwood Village, CO||Apr 2018 - Current||4|
|Unemployed||Jackson, WY||Jul 2017 - Mar 2018||< 1|
|Four Seasons Resort Jackson Hole||Teton Village, WY||Dec 2012 - Jun 2017||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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