Meghan Kelly

Current Employers

Employment History

• 03/2014 → 08/2019
  Wegmans
  Rochester, NY
• 08/2019 → 02/2021
  Paychex
  Rochester, NY
• 07/2021 → 07/2024
  Kelly Retirement Services, Llc
  Rochester, NY
• 07/2021 → 06/2024
  Vicus Capital, Inc. - 116021
  State College, PA
• 07/2021 → 07/2022
  Cetera Advisor Networks
  El Segundo, CA
• 07/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2024 → Present
  Vicus Capital, Inc
  State College, PA
• 07/2024 → 01/2026
  Kelly Retirement Services, Llc
  Rochester, NY
• 03/2021 → 06/2021
  Unemployed
  Rochester, NY
• 01/2026 → Present
  Kelly Wealth Services
  Rochester, NY

Other Businesses

1. NAME OF OTHER BUSINESS: VICUS CAPITAL, INC. - 116021 INVESTMENT RELATED: YES ADDRESS: 476 ROLLING RIDGE DRIVE, SUITE 315, STATE COLLEGE, PA 16801 NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 06/2024, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, ANNUITIES AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: KELLY WEALTH SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2024-06-19