Kelsey Sitze, financial advisor Westlake TX
90 score

Kelsey Sitze

CRD Number: 6063792
Current Firm: Charles Schwab & Company, Inc.

Kelsey Sitze (CRD# 6063792) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Sep 2017 - Current < 1
Edward Jones St. Louis, MO Jun 2013 - Aug 2017 4
Tiger Tots Columbia, MO Aug 2011 - Jun 2013 1
Nordstrom St. Louis, MO Nov 2011 - Jan 2013 1
P.f. Chang's China Bistro Chesterfield, MO May 2010 - Aug 2011 1
University Of Missouri-columbia Columbia, MO Aug 2009 - May 2010 < 1
Pepper's Bbq & Deli Ellisville, MO Aug 2008 - Aug 2009 1
Marquette High School Chesterfield, MO Aug 2005 - May 2009 3
Sonic Drive In Chesterfield, MO May 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Kelsey L. Sitze
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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