Kelsey SitzeCRD 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.
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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