Bachelor of Arts (BA) ( Finance and Financial Management Services)
1999-2003
Kellie Weil Skills
Series 63
Series 7
Mutual Funds
Asset Allocation
Separately Managed Accounts
Investments
Alternative Investments
Wealth Management
Uniform Combined State Law
Asset Management
Securities
Series 6
ETFs
FINRA
Investment Strategies
401k
Fixed Income
Equities
Retirement
Retirement Planning
Investment Advisory
Financial Services
Sales
Management
Closed-end Funds
Capital Markets
Sales Presentations
Series 24
Series 26
Series 65
Closed End Funds
Kellie Weil Summary
Kellie Weil, based in New York, NY, US, is currently a Sales Desk Manager and Ibd Western Division at Prudential Investments. Kellie Weil brings experience from previous roles at Prudential Investments, Alger & Associates Inc. and Ab. Kellie Weil holds a 1999 - 2003 Bachelor of Arts (BA) in Finance and Financial Management Services @ Rowan University. With a robust skill set that includes Series 63, Series 7, Mutual Funds, Asset Allocation, Separately Managed Accounts and more. Kellie Weil has 4 emails and 5 mobile phone numbers on RocketReach.
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