Kelly Tucker

Current Employers

Employment History

• 08/2014 → 02/2021
  Hakim Financial
  Macomb, MI
• 01/2020 → 08/2020
  Corecap Advisors
  Southfield, MI
• 09/2020 → 06/2024
  Securities America Advisors
  Sterling Heights, MI
• 10/2020 → 06/2024
  Securities America, Inc.
  Sterling Heights, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sterling Heights, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sterling Heights, MI

Previous Registrations

• 2020-10-06 → 2024-06-14
  Securities America Advisors, Inc.
  Sterling Heights, MI
• 2020-01-07 → 2020-08-26
  Corecap Advisors
  Macomb, MI
  Southfield, MI
• 2019-03-20 → 2019-12-09
  G. A. Repple & Company
  Macomb, MI
  Casselberry, FL

Other Businesses

1. KELLY TUCKER POSITION: IAR NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 85 START DATE: 09/23/2020 ADDRESS: 12900 Hall Road, Suite 390, Sterling Heights MI 48313 DESCRIPTION: Advisory 2. DBA - Hakim Financial, Inc. 3. DBA - Wealth Management Plus 4. KELLY TUCKER, INSURANCE AGENT POSITION: Owner NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/05/2015 ADDRESS: 12900 Hall Road, Ste. 390, Ste. 390, Sterling Height MI 48313 DESCRIPTION: Licensed Insurance Agent 5. WMP TAX & ACCOUNTING POSITION: Administration NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/07/2025 ADDRESS: 12900 Hall Road, Ste. 390, Sterling Heights MI 48313, United States DESCRIPTION: Basic office tasks. Answering phones. Scheduling appointments. Quickbooks entry.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-10
• S65 Uniform Investment Adviser Law Examination
  2018-09-06

Other Names

• Kelly Rene Craner
• Kelly Rene Keyes
• Kelly Rene Tucker