Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Jordan Sipe is a wealth advisor at Kiley Juergens Wealth Management, LLC. Carly holds both Series 7 and Series 66 licenses and provides investment guidance and management to individuals, businesses, and pension plans. Carly is active in the Olympia, WA community where she also coaches the Girls Soccer Team at Olympia High School.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
12/26/2023 - Present
Kiley Juergens Wealth Management, LLC (OLYMPIA WA)
BOTH
Issued 12/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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