Charles Kelsey Email & Phone Number
Vice President, Service and Operations @ Mutual Securities, Inc. Member FINRA, SIPC
Charles Kelsey's Location
Texas, United States
Charles Kelsey's Work
- Vice President, Service and Operations @ Mutual Securities, Inc. Member FINRA, SIPC
- Director of Service and Operations at Mutual Securities, Inc. and Mutual Advisors, LLC @ Mutual Securities, Inc. Member FINRA, SIPC
- Military Intelligence Officer @ US Army
- Director of Advisory Services @ Mutual Advisors, LLC
- Client Service Manager II @ Fidelity Investments
- Client Services Assistant Manager @ TD Ameritrade
- Investment Consultant @ TD Ameritrade
Charles Kelsey's Education
- The University of Texas at Arlington
Master of Public Administration (MPA) (Public Administration)
2006 - 2010 - The University of Texas at Arlington
Bachelor's degree (Political Science and Government)
2002 - 2006
Charles Kelsey's Skills
- Series 7
- Series 63
- Series 66
- Series 24
- Mutual Funds
- Asset Allocation
- Wealth Management
- Retirement Planning
- Securities
- Investments
Charles Kelsey's Summary
Charles Kelsey, based in Texas, United States, is currently a Vice President, Service and Operations at Mutual Group, bringing experience from previous roles at Mutual Securities, Inc. Member FINRA, SIPC, US Army, Mutual Advisors, LLC and Fidelity Investments. Charles Kelsey holds a 2006 - 2010 Master of Public Administration (MPA) in Public Administration @ The University of Texas at Arlington. With a robust skill set that includes Series 7, Series 63, Series 66, Series 24, Mutual Funds and more, Charles Kelsey contributes valuable insights to the industry. Charles Kelsey has 5 emails and 1 mobile phone number on RocketReach.
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