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JEANNE KELSEY FRITCHLEY
JEANNE MARIE KELSEY
CRD#: 2831489
IA
Investment Adviser
B
Broker
CAROLINAS WEALTH CONSULTING LLCCRD#: 300003 5605 CARNEGIE BLVD. SUITE 400
CHARLOTTE, NC 28209
CAROLINAS INVESTMENT CONSULTING LLCCRD#: 104379 5605 CARNEGIE BOULEVARD - SUITE 400
CHARLOTTE, NC 28209
Registration History
1996199820002002200420062008201020122014201620182020202220242 FIRMS1998 - 1998 (<1 year)IACAROLINAS WEALTH CONSULTING LLC (CRD# 300003)2019 - Present (5 years)BCAROLINAS INVESTMENT CONSULTIN... (CRD# 104379)2001 - Present (23 years)BFIRST UNION SECURITIES, INC. (CRD# 19616)1999 - 2001 (1 year)BFIRST UNION CAPITAL MARKETS CORP. (CRD# 6124)1998 - 1999 (1 year)BAIG EQUITY SALES CORP. (CRD# 5967)1996 - 1998 (1 year)IACAROLINAS INVESTMENT CONSULTIN... (CRD# 104379)2016 - 2016 (<1 year)IACAROLINAS INVESTMENT CONSULTIN... (CRD# 104379)2009 - 2001 (<1 year)
License(s)

State Registrations

B
North Carolina 5/21/2001

B
South Carolina 1/4/2007

IA
North Carolina 5/11/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CAROLINAS WEALTH CONSULTING LLC (CRD#:300003)
5605 CARNEGIE BLVD. SUITE 400, CHARLOTTE, NC 28209
Registered with this firm since 5/11/2019

B
CAROLINAS INVESTMENT CONSULTING LLC (CRD#:104379)
5605 CARNEGIE BOULEVARD - SUITE 400, CHARLOTTE, NC 28209
WAXHAW, NC
Registered with this firm since 4/2/2001

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/25/2016 - 12/31/2016 CAROLINAS INVESTMENT CONSULTING LLC (CRD#:104379) CHARLOTTE, NC
B
10/01/1999 - 05/18/2001 FIRST UNION SECURITIES, INC. (CRD#:19616) ST. LOUIS, MO
IA
04/28/2009 - 04/17/2001 CAROLINAS INVESTMENT CONSULTING LLC (CRD#:104379) CHARLOTTE, NC
B
08/27/1998 - 10/01/1999 FIRST UNION CAPITAL MARKETS CORP. (CRD#:6124) CHARLOTTE, NC
B
01/02/1998 - 07/30/1998 CADARET, GRANT & CO., INC. (CRD#:10641) SYRACUSE, NY
B
06/12/1998 - 07/27/1998 VANGUARD MARKETING CORPORATION (CRD#:7452) MALVERN, PA
B
12/17/1996 - 01/02/1998 AIG EQUITY SALES CORP. (CRD#:5967) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
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