Kelsea
Volland
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Kelsea Volland is a financial advisor based in Kailua Kona, Hawaii, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelsea has previously held positions at The Tutor Hour, Laura Lambe Fitness, Discovery Reports Group, Florida Department Of Revenue, Florida State University, Copytalk Business Services, Office Of The Florida Governor, Muchie'S Skin, Student, Children With Hope For Development, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, Leong Financial, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Kelsea has passed the Series 66 regulatory exam and is registered to provide services in Hawaii and Texas. Currently, Kelsea is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Kailua Kona, Hawaii. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kelsea Volland Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Northwestern Mutual Wealth Management Company
Leong Financial
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
The Tutor Hour
Laura Lambe Fitness
Discovery Reports Group
Florida Department Of Revenue
Florida State University
Copytalk Business Services
Children With Hope For Development
Office Of The Florida Governor
Florida State University
Muchie'S Skin
Student
Disclosures
Please visit the SEC profile of Kelsea Volland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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