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Kelsey Whelan
KELSEY K WHELAN
CRD#: 6453113
IA
Investment Adviser
B
Broker
PARK AVENUE SECURITIES LLCCRD#: 46173 29800 TELEGRAPH ROAD
SOUTHFIELD, MI 48034
Registration History
201620172018201920202021202220232024202520262 FIRMS2019 - 2021 (1 year)2 FIRMS2021 - Present (3 years)BFSC SECURITIES CORPORATION (CRD# 7461)2017 - 2019 (2 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2016 - 2017 (<1 year)IAFSC SECURITIES CORPORATION (CRD# 7461)2018 - 2019 (1 year)
License(s)

State Registrations

B
Michigan 5/25/2021

IA
Michigan 5/28/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PARK AVENUE SECURITIES LLC (CRD#:46173)
29800 TELEGRAPH ROAD, SOUTHFIELD, MI 48034
Registered with this firm since 5/28/2021

B
PARK AVENUE SECURITIES LLC (CRD#:46173)
29800 TELEGRAPH ROAD, SOUTHFIELD, MI 48034
Registered with this firm since 5/25/2021

Previous Registration(s)
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IA
11/07/2019 - 04/22/2021 ARBOR POINT ADVISORS (CRD#:165127) WEST BLOOMFIELD, MI
B
11/07/2019 - 04/22/2021 SECURITIES AMERICA, INC. (CRD#:10205) WEST BLOOMFIELD, MI
IA
10/30/2018 - 11/13/2019 FSC SECURITIES CORPORATION (CRD#:7461) BLOOMFIELD HILLS, MI
B
03/28/2017 - 11/13/2019 FSC SECURITIES CORPORATION (CRD#:7461) BLOOMFIELD HILLS, MI
B
04/01/2016 - 03/06/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) BLOOMFIELD HILLS, MI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.